Trust Associate

2 weeks ago

Montréal, Canada Scotiabank Full time

Requisition ID: 148068

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

**Purpose**

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.

**Key Job Accountabilities**

**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.
- Reporting Relationships Primary Manager:

- Market Lead, Executive Trust Manager (if applicable) Direct Reports: Trust Associates (in some locations)
- Proven success in high-net-worth client relationship management

**Skills Experience and Functional**
- Proven ability of consistently delivering a proactive best in class client experience.
- Proven ability to manage competing priorities without losing focus on key accountabilities
- Strong interpersonal, verbal communication and negotiation skills and professionalism.
- Strong change management skills and ability to adopt technology and reporting platform changes to support operational improvements, sales management process improvements, etc..
- Effective at building and maintaining deep relationships and partnerships.
- Proven ability to execute against financial and business development targets and profitability measures.

**Education**
- Professional and/or industry accreditation, in addition to a university degree.
- Minimum of 3-5 years of directly related experience.
- Membership or commitment to participate in CSI and/or STEP

Location(s): Canada : Quebec : Montreal

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

  • Trust Associate

    2 weeks ago

    Montréal, Canada Raymond James Financial Full time

    **Trust Associate** - 2203498 **Job Summary** Raymond James Trust Canada (RJTC) is seeking a qualified Trust Associate for our Montreal office. As a Trust Associate working out of one of our primary Raymond James offices in Canada, you are an experienced and trusted administrative support associate able to work in a dynamic environment within a growing...

  • Trust Associate

    2 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 160985 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,...

  • Trust Associate

    3 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 148068 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** 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...

  • Associate Trust Officer

    2 weeks ago

    Montréal, Canada Computershare Full time

    voir la version française ci-dessous **Location: Hybrid - CA - Montreal, Quebec** **We give you a world of potential** We have a unique opportunity for someone to contribute their talents and strengths as a Bilingual Associate Trust Officer Intern**_ _**at our** **Montreal** **office._ _ Computershare is a global market leader in transfer agency and...

  • Cibc - Associate Trust and Estate Consultant

    3 weeks ago

    Montréal, 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

    3 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 164517 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **How You Will Contribute**: Reporting to the Manager, Regional Trust Officers, you will be accountable for building trusted relationships with client to facilitate the administration of activities associated with estate and trust...

  • Bilingual Private Trust Associate, Md Private Trust

    3 weeks ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 195047 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At MD Financial Management, we have one mandate: to help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration,...

  • Trust and Safety Specialist

    2 weeks ago

    Montréal, Canada Aylo Careers Full time

    We are looking for a meticulous Trust and Safety Specialist to join our highly specialized team. The Trust and Safety team plays an important role within our organization in ensuring that our high-traffic platforms are safe, secure and that legal requirements are met. **What you will be doing**: - Review and process requests from legal or law enforcement...

  • Estate and Trust Specialist, Quebec

    3 weeks ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 146148 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **_ Purpose_** - As a member of the Trust Leadership team, the Estate and Trust Specialist contributes to the overall success of Scotiatrust and MD Private Trust in the province of Quebec ensuring goals, plans, initiatives are...

  • Trust Associate

    3 weeks ago

    Montréal, Canada Scotiabank Full time

    **Requisition ID**: 165830 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Still to come **Location(s)**: Canada : Quebec : Montreal 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...

  • Warehouse Associate

    6 days ago

    Montréal, Canada Jovi Sport Full time

    **About us** We are social, supportive, collaborative, and our goal is to hire someone with a positive and friendly work ethic. Our work environment includes: - Modern office setting - Relaxed atmosphere - On-the-job training We are looking for a Warehouse Associate who will help his team with sending out and receiving orders, as well as placing and...

  • Retail Sales Associate

    6 days ago

    Montréal, Canada BH Jeans Full time

    We are looking for a Retail Sales associate to provide excellent customer service and meet sales quotas for our business. You will help identify client needs, present and answer questions about our products and services and recommend solutions. A positive attitude and a desire to promptly resolve potential customer issues or complaints will make you...

  • Retail Sales Associate

    2 weeks ago

    Montréal, Canada BH Jeans Full time

    We are looking for a Retail Sales associate to provide excellent customer service and meet sales quotas for our business. You will help identify client needs, present and answer questions about our products and services and recommend solutions. A positive attitude and a desire to promptly resolve potential customer issues or complaints will make you...

  • Retail Sales Associate

    3 weeks ago

    Montréal, Canada BH Jeans Full time

    We are looking for a Retail Sales associate to provide excellent customer service and meet sales quotas for our business. You will help identify client needs, present and answer questions about our products and services and recommend solutions. A positive attitude and a desire to promptly resolve potential customer issues or complaints will make you...

  • Associate, Pension Administration

    1 week ago

    Montréal, Canada WTW Full time

    **The Role** As an Associate in our Pension Administration Group, you will perform a wide variety of recurring defined benefit plan administration services for clients, contribute to special projects, and provide ad hoc client support services. You will serve as the day to day project manager, contributing to client management and special projects, while...

  • Fashion Sales Associate

    1 week ago

    Montréal, Canada Maska Full time

    Are you interested in fashion, styling, customer service, and more? We are currently seeking an enthusiastic and fashion-forward individual to join our team at our various Montreal locations! - **Maska is a family-run business with years of experience in the fashion and Italian fashion industry. We have learned that quality and originality are what our...

  • Customer Experience Associate

    4 weeks ago

    Montréal, Canada Kitco Metals Inc Full time

    **Title: Customer Experience Associate** **Reports to: Customer Experience Supervisor** **OVERVIEW** As a Customer Experience Associate, you will be a trusted front-line expert who is empowered to provide information and solutions to existing and potential customers regarding Kitco’s full range of products and services. Motivated by being an advocate...

  • Associate Consultant

    1 week ago

    Montréal, Canada Partners in Performance Full time

    Partners in Performance is a global management consulting firm with a focus on human performance and working alongside client partners to make change happen. We’ve got offices in Australia, New Zealand, Africa, North and South America, the Middle East and the UK and Europe but prefer to spend as little time in them as possible. Instead, we work alongside...

  • Associate Consultant

    1 week ago

    Montréal, Canada Partners in Performance Full time

    Partners in Performance is a global management consulting firm with a focus on human performance and working alongside client partners to make change happen. We’ve got offices in Australia, New Zealand, Africa, North and South America, the Middle East and the UK and Europe but prefer to spend as little time in them as possible. Instead, we work alongside...

  • Field Sales Associate

    1 week ago

    Montréal, QC, Canada Mark Anthony Group Full time

    At Mark Anthony, we are driven by an unwavering dedication to taste and innovation. We have a history of crafting new to world brands of distinction that have disrupted traditional beverage categories and completely transformed the global beverage industry. We’re on an outstanding adventure. We’re going where others aren’t, and we’re growing like...