St Trust Officer

6 months ago

Toronto, Canada Scotiabank Full time

Requisition ID: 197000

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 experience in accordance with your clients' needs and expectations and in compliance with policies and procedures. You also assist with the identification and pursuit of new business opportunities, both inside and outside Scotia Wealth Management.

You are client-centric with a strong sense of proactivity and are effective at building and maintaining deep client relationships and possess detailed technical knowledge of Estates & Trusts. Supporting a Senior Trust Officer and an account portfolio of varying size and complexity, you will have primary responsibility for the day to day management, oversight and account administration for client, beneficiary and Co-Trustee relationships.

Through an intimate understanding of client goals, needs and circumstances, you will assist the Senior Trust Officer with engaging Scotiabank and Scotia Wealth management’s team of experts as needed, to deliver on total wealth strategies.

**Is this role right for you? In this role, you will**:

- Relationship Management & Client Service
- Provide 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.
- Assist the Senior Trust Officer in building and maintaining effective internal and external partnerships, with a view to providing seamless, impactful solutions across a variety of financial services disciplines.
- Assist the Senior Trust Officer with revenue collection and contribute to the branch’s profitability by assisting with accurate forecasting and the timely collection of fees, including making recommendations regarding situations that may warrant a non-standard fee agreement.
- New Business Development
- Identify and elevate to the Senior Trust Officer, new business opportunities that arise from the day to day management of the account portfolio.
- Assist the Senior Trust Officer in their efforts establish a strong presence and proactive relationship with a select number of retail branches to identify and close immediate and recurring fee opportunities.
- Assist the Senior Trust Officer develop acquisition strategies and maintain a robust prospect pipeline, in order to generate sustainable and profitable growth.
- Risk Management
- Limit corporate risk exposure by ensuring that account administration is carried out proactively and in compliance with defined policies/procedures and audit standards, including the timely escalation of issues to the appropriate internal oversight groups as required.
- Maintain detailed knowledge of legislative, administrative and economic issues that impact the management of your accounts and demonstrate an ability to communicate on a broad range of legal and financial issues with clients and their advisors, with particular proficiency in estates, trusts, wills, and investment and taxation matters.
- 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.
- Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champions a high-performance environment and contributes to an inclusive work environment.

**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:

- Professional and/or industry accreditation, in addition to a university degree.
- Minimum of 3-5 years of directly related experience.
- Proven success in high net worth client relationship management.
- Membership or commitment to participate in CSI and/or STEP.

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.

  • Associate Trust Officer/trust Officer

    2 months ago

    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...

  • Trust Administrator

    6 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...

  • Senior Trust Services Manager

    1 month ago

    Toronto, Ontario, Canada Peoples Trust Full time

    About the RoleWe are seeking a highly experienced and skilled Senior Trust Services Manager to join our team at Peoples Group. As a key member of our leadership team, you will be responsible for managing two business lines with significant growth potential, including trust deposit products and depositor insurance coverage as a service.About the...

  • AVP Trust Services

    2 months ago

    Toronto, Canada Peoples Trust Full time

    Job Details Description About us: Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge...

  • Executive Trust Officer

    6 months ago

    Toronto, Canada TD Bank Full time

    **Executive Trust Officer**: - 416177BR **Job Category - Primary** - Wealth Management **Work Location** - 2 St Clair Avenue East Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...

  • Trust Officer

    5 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...

  • Supervisor - Trust Child Care Centres

    6 months ago

    Toronto, Canada Trust Child Care Centres Full time

    We are hiring for a new Supervisor our current Supervisor is moving out East! sniff, sniff. About us: Trust Child Care Centre is a family owned and innovative child care centre in the heart of Toronto with infant, toddler, preschool and kindergarten programs. We are located in Summerhill - a quiet walking neighborhood. We are 5 mins from the Summerhill...

  • Trust Administrator

    2 months ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Trust Administrator, you will provide timely and accurate support to our valued clients in respect to all aspects of trust administration. You will effectively administer trust accounts and assist with client queries while maintaining high standards of client service, quality control, and operational...

  • Trust Officer

    5 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...

  • Regional Trust Officer

    5 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...

  • Office Coordinator

    3 weeks ago

    Toronto, Ontario, Canada Peoples Trust Full time

    About the Role:As an Office Ambassador at Peoples Trust, you will be the first point of contact for employees, vendors, and customers, providing exceptional support and service. Your responsibilities will include managing the day-to-day operations of the office, overseeing facilities and premises, and ensuring a professional and tidy work environment.Key...

  • Trust Officer

    6 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...

  • Office Ambassador

    1 month ago

    Toronto, Ontario, Canada Peoples Trust Full time

    About Peoples TrustPeoples Trust is a boutique financial institution with a strong presence in the Canadian marketplace. With over 35 years of experience, we have established a reputation for exceptional customer service and extensive product knowledge.Job DetailsJob Title: Office AmbassadorLocation: Toronto and Calgary officesJob Type: Full-timeAbout the...

  • Associate Trust Officer

    2 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...

  • Executive Trust Officer

    5 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 Banking Officer

    2 months ago

    Toronto, Canada SGGG-FSI Full time

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Investor Services department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is an entry level role. Core Responsibilities - Prepare daily reconciliations of trust accounts,...

  • Trust Banking Officer

    6 days ago

    Toronto, Canada SGGG Fund Services Inc. Full time

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Investor Services (IS) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is an entry level role.The successful candidate will have an interest in financial services,...

  • Trust Banking Officer

    6 days ago

    Toronto, Canada SGGG Fund Services Inc. Full time

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Investor Services (IS) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is an entry level role. The successful candidate will have an interest in financial...

  • Trust Banking Officer

    7 days ago

    Toronto, Canada SGGG Fund Services Inc. Full time

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Investor Services (IS) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is an entry level role.The successful candidate will have an interest in financial services,...

  • Trust Banking Officer

    2 weeks ago

    Toronto, Canada SGGG Fund Services Inc. Full time

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Investor Services (IS) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is an entry level role.The successful candidate will have an interest in financial services,...