Trust Officer

2 weeks ago


West Vancouver, Canada First Nations Bank of Canada Full time

**About Us**

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 64% Indigenous employees working at locations across Canada.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust strengthens the capacity of its customers, in alignment with FNBC’s mission toward the long-term economic well-being of Indigenous Peoples.

**About The Role**

The Trust Officer will be accountable for delivering high quality, ethical trust client services to existing and prospective trust clients.

**About You**

As a Trust Officer, you are a trusted and experienced client services manager. You are responsible for supporting trust client service goals by profitably delivering a best-in-class client experience that reflects the clients' needs and expectations while complying with policies and procedures. You are also directly involved with the pursuit of new business opportunities within FNB Trust.

You are client-centric and entrepreneurial, with a strong sense of proactivity and effective at building and maintaining deep relationships with clients as well as internal and external partners. You are a proven, highly skilled professional with experience in Trust client services of varying complexity, and within the scope of your role you will need to prepare for and attend client trust meetings in accordance with the terms and conditions of client trust agreements.

Through an intimate understanding of clients' goals, needs and circumstances, you are responsible for engaging FNB Trust’s team of experts as needed, to deliver on our high quality, ethical client service standards.

**You must have**:

- Undergraduate degree in Commerce or Business Administration and at least three (3) years of relevant experience
- Effective at building and maintaining client and team collaboration
- Proven ability to manage competing priorities
- Strong interpersonal, verbal communication and negotiation skills and professionalism
- Deep understanding of the Indigenous trust services and administration landscape and a demonstrated ability to work in an environment that demands tact, objectivity and sensitivity
- Strong change management skills and ability to adopt technology and reporting platform changes to support operational improvements, sales management process improvements etc.
- Proven ability to execute against financial targets and profitability measures
- Strong change management skills and the ability to adopt technology and reporting platform changes to support operational improvements, sales management process improvements, etc.
- Minimum of 3-5 years of relevant experience
- Proven success in Indigenous client relationship management
- Travel may be required; possess a Class 5 Driver’s License
- Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

**Job Types**: Full-time, Permanent

Schedule:

- 8 hour shift
- Monday to Friday

**Education**:

- Bachelor's Degree (required)

Work Location: In person


  • Trust Administrator

    4 weeks ago


    West Vancouver, Canada Heritage Trust Company Full time

    **Your daily duties and responsibilities will include**: - Under the guidance of senior trust officers, opening new files and managing basic trusts and estates while ensuring adherence to regulatory guidelines; - Maintain accuracy of client information; - Document all communications with clients; - Maintaining a bring forward system; - Occasional bank runs;...

  • Trust Officer

    2 weeks ago


    Vancouver, Canada Cassels Brock & Blackwell LLP Full time

    Cassels Brock & Blackwell LLP is a leading national law firm of more than 200 lawyers, focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. - Processing (recording) trust transactions in ELITE 3E. - Initiate banking transactions of trust funds through online portals. - Reviewing all trust instructions...


  • Vancouver, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Trust **builds dynamic and...


  • West Vancouver, Canada FIRST NATIONS BANK OF CANADA Full time

    WE’RE HIRING! Executive Assistant to the President of FNB Trust Are you interested in a meaningful career where you can contribute to the financial well‐being and economic growth of Indigenous people and communities in Canada? The Trust is at an exciting time in its’ history, we’re growing, and as a result, we’re increasing our workforce with...


  • Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a ...


  • Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a ...


  • Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a ...


  • West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...


  • West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...


  • West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...


  • West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...


  • West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experien


  • West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...


  • West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...


  • West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...


  • West Vancouver, Canada Watson Goepel LLP Full time

    Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+ lawyers combined in our Vancouver and West Vancouver offices, and we’re growing. We have an immediate opening for an experienced, full-time associate with a minimum of 4 years of wills, estates, and trusts experience to primarily work out of our professional and friendly...

  • Office Coordinator

    4 weeks ago


    Vancouver, Canada UBC Properties Trust Full time

    **The Company** UBC Properties Trust (UBCPT) was established in 1988 to build financial legacy and create innovative spaces for learning and living. We develop, service and lease residential land at UBC to create communities and build UBC’s endowment for future generations. We construct and manage rental properties to provide residential, retail and...


  • Vancouver, BC, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...


  • Vancouver, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...


  • Vancouver, Canada Lawson Lundell Full time

    Lawson Lundell LLP is a leading regional Canadian business law firm with offices in Vancouver, Kelowna, Calgary and Yellowknife. The firm is recognized and respected by its peers in legal and business publications and was recently named one of **BC’s Top Employers for 2023**. Business in Vancouver also recognized Lawson Lundell LLP as the fastest growing...