Senior Trust Officer
5 days ago
Senior Trust OfficerToronto, ONWorking within the Trust Services Team, the Senior Trust Officer will report to the AVP, Trust Services. You are a goal-oriented team player capable of managing a book of estate and trust accounts, while acting as a role model to the Trust Officers and Trust Administrators on the team. You will ensure the ongoing delivery of premium service to our partners and their clients while simultaneously building and maintaining strong relationships with your internal and external COI partners.What will your role be responsible for?Build strategic relationship with COIs including lawyers, accountants, financial advisors with a goal of enhancing their knowledge and willingness to work in collaboration with our trust business for the benefit of their HNW clients;Always act in the best interest of the clients to provide the appropriate level of service and guidance to prospective clients and their families on all aspects of account (fiduciary and agent) administration;Provide delivery/oversight of timely, accurate, and professional administration of complex estate, trust, and power of attorney accounts, as well as fee-based estate, trustee, and power of attorney support services;Properly exercise the discretion afforded in the will, trust agreement, or power of attorney documents for clients where granted authority;Manage account-owned corporations, which may include director’s resolutions, shareholders’ meetings, coordinating the preparation of financial statements, etc.;Act in accordance with policy and procedures and ensure that all new business is reviewed and approved according to policy;Collaborate with compliance, operations, legal, and other related lines of business to resolve system, administrative, risk management, and legal issues pertaining to account administration;Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required;Participate in the review and discussion of discretionary decisions on behalf of our client; andParticipate in the creation, modification, and the implementation of policy and procedures where required; andOther duties and projects as assigned. Skills, Knowledge, & Requirements Minimum 5 years of estate and trust industry experience;Demonstrated experience in effectively managing estate, trust, and power of attorney accounts is highly desirable and considered an asset for this role;Experience working with HNW clients and their wealth advisors;Strong communication skills and ability to work collaboratively and independently;Exceptional critical thinking and analytical skills to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner;In-depth knowledge of estates, trusts, and powers of attorney for property laws;University degree in related field; andIntra-provincial travel may occasionally be required.Membership with the Society of Trust & Estate Practitioners, TEP designation. What can you expect from our client? Our client offers flexible workstyles, a competitive compensation, and benefits package. Our clients’ benefits range from health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more They also support internal promotion and community involvement.
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Senior Trust Officer
3 weeks ago
Toronto, Canada Raymond James Financial Full timeJob Description - Senior Trust Officer (2500709) Senior Trust Officer - 2500709 Senior Trust Officer At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Solus Trust Company (STC) is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment...
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Senior Trust Officer
3 weeks ago
Toronto, Canada Raymond James Financial Full timeJob Description - Senior Trust Officer ) Senior Trust Officer - Senior Trust Officer At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together . Solus Trust Company (STC) is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and...
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Senior Trust Officer
4 weeks ago
Toronto, Canada Raymond James Financial Full timeJob Description - Senior Trust Officer (2500709) Senior Trust Officer - 2500709 Senior Trust Officer At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Solus Trust Company (STC) is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment...
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Senior Trust Officer
3 weeks ago
Toronto, Canada Raymond James Ltd. Full timeJoin to apply for the Senior Trust Officer role at Raymond James Ltd. At Raymond James, we develop, collaborate, decide, deliver, and improve together. Solus Trust Company (STC) is an affiliate of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized...
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Senior Trust Officer
4 weeks ago
Toronto, Canada Raymond James Ltd. Full timeJoin to apply for the Senior Trust Officer role at Raymond James Ltd. At Raymond James, we develop, collaborate, decide, deliver, and improve together. Solus Trust Company (STC) is an affiliate of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized...
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Senior Trust Officer
24 hours ago
Toronto, Ontario, Canada Raymond James Ltd. Full timeAt Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Solus Trust Company (STC) is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. STC provides...
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Senior Trust Officer
5 days ago
Toronto, Ontario, Canada Raymond James Full time $90,000 - $120,000At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Solus Trust Company (STC) is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. STC...
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Senior Trust Officer: Elevate Estate
3 weeks ago
Toronto, Canada Raymond James Ltd. Full timeA leading financial services firm in Toronto is seeking a Senior Trust Officer to manage estate and trust accounts and build strategic relationships with partners. The ideal candidate has over 5 years of experience in the estate and trust industry, strong communication skills, and a university degree in a related field. This role offers competitive...
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Senior Trust Officer: Elevate Estate
4 weeks ago
Toronto, Canada Raymond James Ltd. Full timeA leading financial services firm in Toronto is seeking a Senior Trust Officer to manage estate and trust accounts and build strategic relationships with partners. The ideal candidate has over 5 years of experience in the estate and trust industry, strong communication skills, and a university degree in a related field. This role offers competitive...
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Trust Officer
2 weeks ago
Toronto, Canada BMO Full timeTrust Officer – BMO Join us at BMO to provide high‑quality sales and service to Indigenous Trust clients, delivering an exceptional client experience. We welcome experienced and aspiring Indigenous / Métis / Inuit professionals to apply through BMO’s Indigenous Careers landing page and the broader Careers page. Qualified Indigenous applicants may be...
