Current jobs related to Associate Trust Officer - Toronto - Scotiabank


  • Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** Offrir des services professionnels aux titulaires de comptes de fiducie et assurer la conformité à toutes les procédures, politiques et réglementations bancaires. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes pour réaliser des affectations. **What is the opportunity?** As an Associate Trust...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Trust Officer Associate to join our team. As a key member of our fiduciary services team, you will be responsible for providing exceptional client service and ensuring compliance with all banking regulations, policies, and procedures.Key ResponsibilitiesHandle estate, trust, and protection mandate...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Trust Officer Associate to join our team. As a key member of our fiduciary services team, you will be responsible for providing exceptional client service and ensuring compliance with all banking regulations, policies, and procedures.Key ResponsibilitiesHandle estate, trust, and protection mandate...

  • Trust Associate

    4 months ago


    Toronto, Canada Scotiabank Full time

    Requisition ID: 200769 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Trust Officer Associate to join our team at Royal Bank of Canada. As a key member of our fiduciary services team, you will be responsible for providing exceptional client service and ensuring compliance with all banking regulations, policies, and procedures.Key ResponsibilitiesHandle estate, trust,...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Trust Officer Associate to join our team at Royal Bank of Canada. As a key member of our fiduciary services team, you will be responsible for providing exceptional client service and ensuring compliance with all banking regulations, policies, and procedures.Key ResponsibilitiesHandle estate, trust,...


  • Toronto, Canada Royal Bank of Canada> Full time

    Job SummaryOffrir des services professionnels aux titulaires de comptes de fiducie et assurer la conformité à toutes les procédures, politiques et réglementations bancaires. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes pour réaliser des affectations.Job DescriptionWhat is the opportunity?As an Associate Trust...


  • TORONTO, Canada Royal Bank of Canada Full time

    Job SummaryOffrir des services professionnels aux titulaires de comptes de fiducie et assurer la conformité à toutes les procédures, politiques et réglementations bancaires. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes pour réaliser des affectations.Job DescriptionWhat is the opportunity?As an...


  • Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Toronto, Canada RBC - Royal Bank Full time

    Job SummaryOffrir des services professionnels aux titulaires de comptes de fiducie et assurer la conformité à toutes les procédures, politiques et réglementations bancaires. S'appuyer sur un ensemble complet de pratiques, de connaissances et d'aptitudes pour réaliser des affectations.Job DescriptionWhat is the opportunity?As an Associate Trust Officer,...


  • Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Trust Officer Associate to join our team at Royal Bank of Canada. As a key member of our fiduciary services team, you will be responsible for providing exceptional client service and ensuring compliance with all banking regulations, policies, and procedures.Key ResponsibilitiesManage and administer...


  • Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Trust Officer Associate to join our team at Royal Bank of Canada. As a key member of our fiduciary services team, you will be responsible for providing exceptional client service and ensuring compliance with all banking regulations, policies, and procedures.Key ResponsibilitiesManage and administer...

  • Regional Trust Officer

    3 months ago


    Toronto, Canada MD Financial Management Full time

    Requisition ID: 181085 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Come join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Trust Officer's primary responsibility is to lead the client relationship and administration activities for...


  • Toronto, Canada Northern Trust Corp. Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 162445 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and...

  • Trust Officer

    3 months ago


    Toronto, Canada Cassels Brock & Blackwell LLP Full time

    **About Us**: Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and...

  • Trust Officer

    3 months ago


    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Trust Officer

    4 months ago


    Toronto, 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...

  • Trust Administrator

    4 months ago


    Toronto, Canada Raymond James Financial, Inc. Full time

    **Trust Administrator** - 2401888 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Solus Trust Company (ST) is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to...

  • Trust Officer

    2 weeks ago


    Toronto, Ontario, Canada CIBC Full time

    About the RoleWe are seeking a highly skilled Trust Officer to join our team at CIBC. As a Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney.Key ResponsibilitiesPartner with a specialized team of professionals within Wealth Management to provide exceptional client service...

Associate Trust Officer

4 months ago


Toronto, Canada Scotiabank Full time

**Requisition ID**: 170797

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management, oversight and account administration for client, beneficiary and Co-Trustee relationships.
While discussions with Co-Trustees, beneficiaries, clients, their advisors and the business community will generally be the responsibility of the Trust Officer, the Trust Associate will frequently deal with external contacts, gather and relay information and is designated as the point of contact in the absence of the Trust Officer.
- Key Job Accountabilities
1. Administration and Relationship Management Support
- Assist the Trust Officer with providing a best in class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
- Provide effective back-up in the absence of the Trust Officer by demonstrating a detailed knowledge of the accounts and responding to the client and beneficiary needs in a timely manner, referring matters to other resources where appropriate.
- Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention. Create/input accurate and timely accounting entries for payments to third parties realization of assets, fee collection, referring all unusual items for further action as required. Prepare detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local judicial/industry practice
- Assemble information regarding assets in new accounts (including research into the tax costs) and ensure the preparation of the opening inventory/Record of Trust. Set up client and asset information on the Trust including the creation and maintenance of diaries to provide for such matters as fixed remittances fee processing, investment reviews and statement production.
- Prepare routine correspondence and documentation, including draft documentation in respect of matters that policy requires be submitted to the appropriate internal oversight groups concerning beneficiary/court approval of fees and statements;
2. Additional Accountabilities
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Ensuring thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices.
- Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Champions a high-performance environment and contributes to an inclusive work environment.

**Location(s)**: Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.