MD Financial Management

Estate and Trust Advisor (BB-3210B)

Found in: Neuvoo CA


Job Details


At MD Financial Management (MD), we believe health and wellness are life’s most valuable assets. For more than 50 years, we’ve dedicated our business to Canada’s physicians and their families, because we understand that financial well-being plays a lead role in building healthier lives. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.

During COVID-19, all client meetings are being held virtually but that hasn’t impacted MD’s ability to make our clients happy. An overall client satisfaction score of more than 92% tells us we continue to provide them with the physician-focused advice and services they need now, more than ever.

We have an exciting opportunity for a talented, enthusiastic and client-focused Estate and Trust Advisor to join our team in Calgary.

What You Will Do:

The Estate and Trust Advisor’s primary responsibility is to provide estate planning and trustee services to MD clients. They are also responsible for the following:

Business Development

  • Review and assess, with clients, their individual and family estate planning needs, including financial and family issues
  • Advise clients on appropriate estate planning issues and techniques; submit planning options to clients for consideration
  • Network and promote MD Private Trust services to MD Financial Services and clients, to develop Trust business against specific asset collection targets, with associated fee income to MDPT; the Estate and Trust Advisor also has specific targets for developing the MDPT Wills inventory
  • Participate in in-house seminars and client group meetings, explaining the value of estate planning and MDPT Estate/Trust services; network internally to foster relationships and ensure the value of all Estate and Trust services is promoted and well understood
  • Work, in conjunction with the Financial Consultants and/or Designated Leads, to assist in developing client understanding and education of estate planning issues; help differentiate MDPT professional executor/trustee solutions from others
  • Implement estate plans, including detailed instructions to client’s legal counsel for preparation of new Will, Trust Deed and other documents; review draft legal documents, prior to execution by client, to ensure client needs are met and that MDPT will be able to administer
  • Conduct regular review of client’s Will and Estate plan to ensure plan is current with client circumstances/needs, as well as relevant legislation and tax regulations
  • Facilitate handoff to Regional Trust Officer for Estate settlement where appropriate
  • Meet with clients to complete documentation for account openings
  • Conduct periodic reviews with clients
  • Manage relationships with family members and others
  • Review and approve invoices and funding requests from beneficiaries
  • Identify matters requiring the exercise of trustee discretion and participate in the discretionary decision process by gathering relevant client information, and making recommendations to Discretionary Committee as required
  • Participate in collaborative tax planning and execution of strategy with Senior Trust Officer and Tax Officer, to minimize income tax owing by trust or beneficiaries
  • Liaise with external legal counsel to maintain a current roster of MD recommended Estate and Trust lawyers
  • Core Team Responsibilities

  • Participate in discovery meetings and work with Designated Leads, and other advisors within the team, to develop the client’s annual service plan
  • Educate the team on the opportunities and benefits of MDPT’s estate and trust services and the type of client suitable for the service
  • Team with other regional specialists to ensure the regional team provides a priority level of service to high net worth clients
  • Participate in engaging clients to take advantage of MDs total value proposition
  • Always act in the best interest of the clients; based on the MDFS client service segmentation model, provide the appropriate level of service and advice to Canadian physicians and their families, on all aspects of investments and financial planning
  • Support and execute (if applicable) the client’s annual service plan
  • What You Need:

    5 years’ experience in estate planning and /or estate and trust management
    STEP designation
    Knowledge of relevant legislation, taxes and government filing requirements regarding estates and trusts
    Strong client relationship management experience
    Detailed knowledge of trust systems and reporting

    Law degree and/or accreditation from CSI Global Education Inc. (MTI-Personal Trust or equivalent) is an asset

    What You Bring:

    Stewardship of the client experience
    Solid communication skills
    Outstanding interpersonal skills, with an ability to deal with sensitive and difficult client situations in a gracious and professional manner
    Integrity and trust
    Ability to work effectively and collaboratively within a team
    Proven networking, business development and sales skills
    Highly professional demeanor
    Well organized, goal driven and action oriented
    Dynamic presentation/public speaking skills
    Ability to act as a change champion

    What Success Looks Like:

    You are passionate about the MD value proposition and actively look to acquire new clients.
    You are constantly learning and honing your skills.
    You are technology savvy and endeavor to find new and exciting ways to use technology in the servicing of your client.
    You feel rewarded and recognized in a way that inspires you to do your best work.









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