Current jobs related to Regional Trust Officer - Montréal - Scotiabank

  • Regional Estate

    4 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 175589 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Regional Estate

    4 months ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 182337 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...

  • Bilingual Private Trust Associate, Md Private Trust

    3 months 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 Officer

    2 weeks ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth...

  • Corporate Trust Officer

    3 months ago

    Montréal, Canada Computershare Full time

    **SOCIÉTÉ DE FIDUCIE COMPUTERSHARE DU CANADA** **Fiducies d’entreprises, Canada** **Location: Montreal (Hybrid)** This is a hybrid position primarily based in Montreal. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your...

  • Cibc - Associate Trust and Estate Consultant

    3 months 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...

  • Private Trust Associate

    4 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 177767 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. At MD Financial Management, we 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, employee well-being and...

  • Trust Officer

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 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...

  • Administrative Assistant to The Regional

    2 weeks ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As the Administrative Assistant to the Regional Vice-President (RVP), RBC Royal Trust, you will be the key support officer within the region. In addition to providing timely, efficient, and accurate operational and administrative support to the RVP and the Regional Manager (RM), you will head special projects,...

  • Regional Information Security Officer

    3 months ago

    Montréal, Canada WSP Full time

    **WSP **is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments. We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation...

  • Trust Administrator

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 **This role will support a Trust Officer in the team and will be responsible for all administrative duties.** 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...

  • Bilingual Regional Sales Manager

    3 months ago

    Montréal, Canada Epicure Full time

    Epicure is seeking a highly motivated and results-driven **Bilingual** **Regional Sales Manager** to join our dynamic team. As a Bilingual Sales Manager, you will play a key role in leading and supporting a team of independent ambassadors within the direct sales industry. You will be responsible for driving sales growth, providing leadership, and fostering a...

  • Regional Marketing Coordinator

    4 months ago

    Montréal, Canada Compass Group Full time

    You might not know our name, but you know where we are. That’s because Compass Group Canada is part of a global foodservice and support services company that’s the 6th largest employer in the world, with 625,000 employees. You’ll find us in schools, colleges, hospitals, office buildings, senior living communities, tourist attractions, sports venues,...

  • Fundraising Officer

    4 months ago

    Montréal, Canada Human Concern International Full time

    **J**ob Posting - Fundraising Officer (Montreal)* At Human Concern International (HCI), we are more than a great and open place to work in — our work is life-changing. Together, we try to move families from crisis to sustainability. More than 40 years ago the inspiration for HCI began with three volunteers’ wishing to change the lives of thousands of...

  • Trust and Safety Specialist

    4 months 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...

  • Generalist, Regional Human Capital

    3 months ago

    Montréal, Canada MNP LLP Full time

    Make an impact with our Regional Human Capital team as a Generalist. This diverse team of professionals provides exceptional people-focused support, fosters a unique value-based culture, and ensures MNP continues to stand out as an employer of choice. As a trusted advisor, you’ll implement and support strategies, programs and processes that attract,...

  • Trust Administrator

    4 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Maternity leave replacement with possibility of a permanent position within BMO Private Wealth 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...

  • Franchise Business Consultant

    3 months ago

    Montréal, Canada Booster Juice Full time

    **Job description** As a **Franchise Business Consultant,** you will be responsible for managing your region and their respective franchise partners. You will help your franchise partners fulfill the Booster Juice brand promise “To offer **premium** products while providing an **extraordinary** customer experience in a **clean** and **safe**...

  • Regional Manager, Franchise

    4 months ago

    Montréal, Canada Belron Canada Full time

    Automotive glass technology is helping transform how we experience the road. At Belron Canada, the home office of Speedy Glass, Lebeau vitres d’auto and Vanfax we take this seriously, which is why we invest tirelessly on developing our people can realize their full potential. Who You Are You are passionate and energized by helping others be successful,...

  • Regional Team Lead

    3 months ago

    Montréal, Canada OSL Retail Services Inc Full time

    Overview: It’s an exciting time to be at OSL Retail Services, working for a people focused company that’s at the top of its game. The momentum we’ve generated in recent years with our commitments to customers, innovation, business results, and an entrepreneurial spirit has created energy, enthusiasm, and engagement among our employees that is pushing...

Regional Trust Officer

4 months 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 settlement. You will proactively manage relationships with family members and others during the settlement of deceased clients’ estates, ensuring transparency and comprehension of required activities. You will also network and promote MDPT services to MD Management and beneficiaries to identify new business opportunities for MD.

Relative to **Estate Administration**, you will:

- Met with beneficiaries/co-executors/co-liquidators to obtain key documentation required to facilitate estate settlement and ensure regular and proactive communication to all key parties throughout the settlement process.
- Complete an initial assessment of requirements for safeguarding and appraisals for real estate, household items and personal effects.
- Review initial estate documentation and related forms ensuring thoroughness, accuracy, and consistency to be forwarded to Central Administration (Home Office) to commence with administration activities.
- Follow relevant provincial legislation and MD policy during estate settlement process.
- Identify matters requiring the exercise of executor/trustee discretion and participate in the discretionary decision process by gathering relevant client information and making recommendations to Discretionary Committee.
- Participate in collaborative tax planning and execution of strategy with Senior Trust Officer / Trust Officer and Tax Officer to minimise income tax owing by estate, beneficiaries or deceased.
- Partner with Clients, Regional Estate and Trust Administrator, and other parties as necessary to obtain documentation, personal information, statutory declarations, distribution instructions, tax information, releases, approvals, to ensure administration is on plan
- Liaise and consult with Senior / Trust Officer (STO/TO - Home Office) during the estate and trust administration with assistance and support of Regional Estate & Trust Administrator, Senior Trust Administrator, Tax Officer and Estate & Trust Advisor.
- During estate and trust administration, you will partner with a broader network of MD financial experts (Senior Trust Officers, Trust Officers, Regional Estate & Trust Administrators, Senior Trust Administrators, Tax Officers and Estate & Trust Advisors) to ensure client needs are addressed in a compassionate yet pro-actively fashion.

Related to **Testamentary Trusts and Powers of Attorney** you will:

- Review trust documentation and related forms, ensuring thoroughness, accuracy, and consistency prior to forwarding to Central Administration (Home Office).
- Proactively manage relationships with clients, conducting periodic review, managing appropriate client records and notes, and ensuring MD Private Trust client service commitments are met or exceeded.
- Review and approve invoices and non-discretionary funding requests from beneficiaries, prepare documentation, and participates in discretionary decisions.
- Communicate regularly with MDPT team members both informally and formally, to ensure the efficient and timely flow of information to all interested parties, conveying technical material in a manner that is tailored to the audience’s level of interest and understanding.
- Act as backup to the Estate and Trust Advisor on technical matters, as required.

**What MD Expects of You**:

- A commitment to** an exceptional client experience - **regularly delivering an exemplary experience built on a foundation of client first, attention to detail, mutual trust, and great integrity.
- ** A sense of urgency**:

- what’s urgent for your client is urgent for you. Attending to their needs is your priority.
- You’re a **natural confidante** - possessing the interpersonal and communication skills that allow you to mentor others and deal with sensitive and difficult client situations in a gracious and professional manner.
- The ability to** work independently **and as** part of a broader team, **always seeking out new ways to collaborate and contribute.
- You **embrace change** - thriving in a diverse environment of ever-changing priorities where ambiguity, multi-tasking and tight deadlines are the norm.
- **A desire to learn** - to further your knowledge of advanced estate and trust planning concepts and legislation.
- **A commitment to compliance** - an understanding of industry regulations and associated requirements, an appreciation for Scotiabank’s risk appetite, and a commitment to ethical day to day activities and decisions.
- ** Confidence** - in yourself, in MD’s products, and in the advice you provide.

**The Must Haves**:

- Proven experience in estate and trust administration.
- University degree or col