Trust & Estate Officer — Client Wealth Steward
4 weeks ago
A leading investment firm is seeking a Trust Officer in Vancouver, BC. This role involves managing estate and trust accounts, ensuring compliance, and building relationships with clients and legal partners. Candidates should have at least 3 years of estate and trust experience, strong communication skills, and a relevant degree. The position offers a competitive salary range of $75,000 to $110,000 and a comprehensive benefits package.
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Manager, Estates
3 days ago
Vancouver, Canada Nicola Wealth Full time**About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Estates Administrator
4 days ago
Vancouver, Canada Aviso Wealth Full time**Aviso Wealth**: **The Opportunity**: We’re looking for an Estates Administrator to join our Operations team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West...
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Estate and Trust Consultant
1 week ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 225324 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work...
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Estate & Trust Consultant - Vancouver
4 days ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 202621 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Scotiatrust Estate & Trust Consultant,** you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will...
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Bilingual Estates Administrator
3 days ago
Vancouver, Canada Aviso Wealth Full time**Aviso Wealth**: **The Opportunity**: We’re looking for a Bilingual Estates Administrator to join our Operations team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111...
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Wealth Advisor
2 weeks ago
Vancouver, Canada Nicola Wealth Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...
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Wealth Advisor
6 days ago
Vancouver, Canada Nicola Wealth Full timeAt Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...
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Estates Specialist
2 weeks ago
Vancouver, Canada Aviso Wealth Full time**Aviso Wealth**: **The Opportunity**: We’re looking for an Estates Specialist to join our Operations team. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West Georgia...
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Trust Officer
4 days ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 193299 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Trust Officer** working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client...
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Trust Officer
4 weeks ago
Vancouver, Canada Raymond James Ltd. Full timeJoin to apply for the Trust Officer role at Raymond James Ltd. Represent Solus Trust Company, an affiliate of Raymond James Ltd., Canada's leading independent investment dealer. The role delivers personal estate, trust, and agency services to clients of RJL, its correspondents, and external referrals. TRUST OFFICER – ROLE IMPACT Working within the Trust...