Estate and Trust Analyst

Requisition ID: 182582 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Trust Administrator is provides administrative support to the Trust Officer (TO) ensuring timely and high quality administration of Estates and Trusts. This position contributes to maintaining high standards of client service,...

1600 Carling Ave Ottawa Ontario,K1Z 1B4 Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the...

Requisition ID: 192535 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Estate and Trust Administrator provides administrative support to MD Private Trust Central Administration ensuring timely and high quality administration of Estates and Trusts. This position contributes to maintaining high...

Requisition ID: 188898 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...

Job Title: Estate Planning SpecialistJob Summary:We are seeking an experienced Estate Planning Specialist to join our team at Royal Trust Corporation of Canada. As an Estate Planning Specialist, you will be responsible for developing and presenting estate planning guides, providing inventory and record-keeping services, and creating and reviewing individual...

Job OverviewWe are seeking an experienced Estate Planning Specialist to join our team at Royal Trust Corporation of Canada.About the RoleThe successful candidate will be responsible for guiding clients through the estate planning process, developing and implementing comprehensive estate plans, and providing ongoing recommendations to improve estate planning...

Job OverviewRoyal Trust Corporation of Canada seeks a seasoned professional to join our team as an Estate Planning Strategist. This role will play a critical part in guiding clients through the complexities of estate planning, ensuring their financial well-being and legacy are protected.

Job Opportunity:As a Will and Estate Advisor at Royal Trust Corporation of Canada, you will play a critical role in supporting clients during a challenging and emotional time in their lives. Your expertise will be instrumental in guiding heirs and beneficiaries through estate plans, navigating family dynamics, and developing strong relationships to provide...

Requisition ID: 194480 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 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 settlement. You will...

Requisition ID: 191748 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Is this role right for you? In this role you will**: - Leads the estate and trust administration of more complex accounts with assistance and support of Trust Administrator, Tax Officer, Estate & Trust Advisor and Regional Trust...

Job SummaryVentes et service, Gestion de patrimoineAs a Senior Trust and Estate Manager at BMO Financial Group, you will lead a team to provide high-quality administration, relationship management, and sales to Trust & Estate clients, delivering an exceptional client experience. You will provide leadership and technical expertise for all aspects of Trust &...

Company OverviewRoyal Trust Corporation of Canada is a leading provider of wealth management and estate planning services. Our team of experts is dedicated to helping individuals and families achieve their financial goals and protect their legacies.Job DescriptionWe are seeking an experienced Estate Planning Specialist to join our team in Ottawa. As an...

Job Opportunity: Estate Planning SpecialistAbout the Role:As an Estate Planning Specialist at Royal Trust Corporation of Canada, you will play a critical role in supporting clients through one of the most challenging times in their lives. Your expertise will be instrumental in guiding heirs and beneficiaries through estate plans, navigating family dynamics,...

Job Opportunity:As a Will and Estate Advisor at Royal Trust Corporation of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will be instrumental in guiding heirs and beneficiaries through estate plans, navigating family dynamics, and developing strong relationships to provide...

Requisition ID: 190665 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role of the Trust Associate is to provide administrative support to the Trust Officer to ensure quality and timeliness of completion of Estate, Trust & POA Administration. This position contributes to maintaining high standards...

We’re Hiring!Are you passionate about real estate and love working with people? Join our dynamic team as a Showing Agent and help clients find their dream homes!What You’ll Do:Show properties to potential buyersWork with a supportive, growth-oriented teamGain valuable real estate experienceWhat We’re Looking For:Energetic, motivated, and client-focused...

At Gordon’s, we specialize in serving the unique needs of people who are going through major life transitions such as: finding a retirement community or property, downsizing to smaller accommodations, selling or buying a property, settling an estate, and more. We ensure a client’s complete satisfaction through a simple, yet powerful, promise. We’ll...

1600 Carling Avenue Ottawa Ontario,K1Z 1B4 Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the...

Are you a compassionate individual with a knack for building meaningful relationships and navigating complex estate matters? Join our team, where you'll play a pivotal role in assisting our members and their families through challenging times. Job Specifications: - Excellent membership service skills with a focus on empathetic communication. - Strong...

We are seeking a skilled **Real Estate Market Analyst** to lead our data-driven pricing strategy efforts. Your technical expertise as a data scientist or statistician will be pivotal in optimizing our product offerings through precise price setting. This role involves deep analysis of the resale and the new home construction markets, along with absorption...