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Core Responsibilities:
- Sells and supports sales targets for estate and trust solutions.
- Maintains and builds a Centre of Influence network of estate and trust professionals.
- Prepares proposals and delivers relationship management to clients.
Qualifications:
- Law degree preferred; TEP designation or agreement to enroll within 6 months.
- 7-9 years of estate and trust experience.
- Strong communication and presentation skills.
Key Areas of Focus:
- Reports to Director, Business Development and Initiatives.
- Works with autonomy to grow revenue and AUM.
- Manages relationships with high-net-worth clients and stakeholders.
Physical Demands:
- Travel required for client meetings, events, and networking.
- Acts as subject matter expert for wealth partners.
Equitable Bank
EQ Bank is a challenger bank serving nearly 4 million Canadians with a variety of financial services including banking, lending, trust, and credit union solutions. The company employs around 4,000 people and fosters a culture of innovation and inclusion.