Trustee Services Manager
4 weeks ago
We are seeking a highly skilled and experienced Trustee Services Manager to join our team at CWB Financial Group. As a key member of our team, you will be responsible for managing and overseeing our Registered Plans Trustee Services division, ensuring the delivery of high-quality fiduciary expertise and exceptional client service.
Key Responsibilities- Lead with purpose and live our values while fostering a learning culture and growth mentality.
- Empower team members to produce and drive business results and key priorities forward.
- Mentor, coach, engage, and support team members with active involvement in performance management, career development, talent acquisition, and team engagement.
- Build collaborative relationships across CWB and demonstrate strong interpersonal skills that drive inclusive behaviors.
- Accept responsibility and accountability for actions and results, making decisions guided by common sense and sound business judgment.
- A bachelor's degree in Business Management, Finance, Commerce, or a related field.
- 4 years of experience in registered plan operations and pension plan administration, with a demonstrated ability to drive business results and key priorities forward.
- Exceptional initiative, drive, and self-motivation to move initiatives forward, with the ability to be agile and flexible in a fast-paced and deadline-driven environment.
- Strong communication abilities, with a natural curiosity to seek to understand and cultivate strong relationships, building partnerships across the organization with key individuals and teams.
At CWB Financial Group, we are committed to providing a safe and inclusive environment where a diverse workforce thrives. We offer a competitive compensation package, opportunities for growth and development, and a collaborative and dynamic work environment. If you are passionate about delivering exceptional client service and driving business results, we encourage you to apply for this exciting opportunity.
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Trustee Services Manager
3 weeks ago
Vancouver, British Columbia, Canada Disability Solutions Full timeUnlock Your PotentialAt CWB, we're committed to building value for our people, clients, and investors. As the Manager, Registered Plans Trustee Services, you'll play a key role in driving growth and delivering exceptional client experiences. Your expertise in registered plan operations and pension plan administration will be instrumental in shaping our Trust...
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Licensed Insolvency Trustee
4 weeks ago
Vancouver, British Columbia, Canada Farber Full timeJob Title: Licensed Insolvency TrusteeAt Farber, we are seeking a highly skilled and experienced Licensed Insolvency Trustee to join our team. As a key member of our team, you will be responsible for providing exceptional client service while maintaining the Firm's high professional and legal standards.Key Responsibilities:Perform assessments of consumer...
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Licensed Insolvency Trustee
4 weeks ago
Vancouver, British Columbia, Canada Farber Full timeJob Title: Licensed Insolvency TrusteeAt Farber, we are seeking a highly skilled and experienced Licensed Insolvency Trustee to join our team. As a key member of our team, you will be responsible for providing exceptional client service while maintaining the Firm's high professional and legal standards.Key Responsibilities:Perform assessments of consumer...
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Licensed Insolvency Trustee
3 weeks ago
Vancouver, British Columbia, Canada Farber Full timeCompany OverviewFarber is a leading debt solution provider in Canada, dedicated to helping individuals and businesses overcome financial challenges. With over 230 employees and a history dating back to 1979, we have a proven track record of success. Our team is passionate about delivering exceptional client service and maintaining the highest professional...
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Senior Trust Officer/Trust Officer
3 weeks ago
Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full timeJob DescriptionAs a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a vital role in managing a portfolio of trust accounts, providing exceptional client service, and ensuring the efficient administration of estate and trust services. You will be responsible for building and maintaining relationships with clients, beneficiaries, and...
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Estate Administrator
1 month ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled Estates Administrator to join our Operations team. As a key member of our team, you will be responsible for reviewing, preparing, settling, and taxing client estate accounts.Key ResponsibilitiesPerform estates settlements, journal processing, and issuance of tax documents for estates accounts, meeting...
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Estate Administrator
1 month ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled Estates Administrator to join our Operations team. As a key member of our team, you will be responsible for reviewing, preparing, settling, and taxing client estate accounts.Key ResponsibilitiesPerform estates settlements, journal processing, and issuance of tax documents for estates accounts, meeting...
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Corporate Insolvency Services Leader
3 weeks ago
Vancouver, British Columbia, Canada MNP Full timeJob SummaryMNP is seeking a seasoned professional to lead our Recovery & Restructuring team as a Vice-President (Manager or Senior Manager). This role requires a trusted advisor who can help clients navigate challenging financial situations.Key ResponsibilitiesLead the proposal, planning, and delivery of corporate insolvency services, including identifying...
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Estate Administrator
4 weeks ago
Vancouver, British Columbia, Canada Aviso Wealth Full timeAbout the RoleAviso Wealth is seeking a highly skilled and detail-oriented Estates Administrator to join our Operations team. As a key member of our team, you will be responsible for reviewing, preparing, settling, and taxing client estate accounts.Key ResponsibilitiesPerform estates settlements, journal processing, and issuance of tax documents for estates...
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Virtual Wealth Management Consultant
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Virtual Wealth Management ConsultantScotiabank is seeking a highly skilled Virtual Wealth Management Consultant to join our team. As a key member of our Canadian Wealth Management Partnerships team, you will play a critical role in ensuring the success of our virtual enablement strategy.Key Responsibilities:Contribute to the overall success of the...
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Virtual Wealth Management Consultant
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Virtual Wealth Management ConsultantScotiabank is seeking a highly skilled Virtual Wealth Management Consultant to join our team. As a key member of our Canadian Wealth Management Partnerships team, you will play a critical role in ensuring the success of our virtual enablement strategy.Key Responsibilities:Contribute to the overall success of the...
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Regional Manager, Commercial
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 207503At Scotiabank, we are seeking a highly skilled Regional Manager, Commercial to contribute to the overall success of the Canadian Wealth Management Partnerships and Canadian Commercial Banking team in Canada. This role is responsible for ensuring specific individual goals, plans, and initiatives are executed and delivered in support of...
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Corporate Insolvency Services Leader
3 weeks ago
Vancouver, British Columbia, Canada MNP Full timeJob SummaryMNP is seeking a seasoned professional to lead our Recovery & Restructuring team as a Vice-President (Manager or Senior Manager). This role requires a trusted advisor who can help clients navigate challenging financial situations.Key ResponsibilitiesLead the proposal, planning, and delivery of corporate insolvency services, including identifying...
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Corporate Insolvency Services Leader
3 weeks ago
Vancouver, British Columbia, Canada MNP Full timeJob SummaryMNP is seeking a seasoned professional to lead our Recovery & Restructuring team as a Vice-President (Manager or Senior Manager). This role requires a trusted advisor who can help clients navigate challenging financial situations.Key ResponsibilitiesLead the proposal, planning, and delivery of corporate insolvency services, including identifying...
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Regional Manager, Commercial
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Regional Manager, Commercial to join our Canadian Commercial Banking team. As a key member of our team, you will be responsible for contributing to the overall success of our Canadian Wealth Management Partnerships and Canadian Commercial Banking team in Canada.Key Responsibilities:Contribute to the execution of...
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Virtual Wealth Management Consultant
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRole OverviewContributes to the overall success of the Canadian Wealth Management (CWM) Partnerships team, ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives. The incumbent works closely with the Partnerships leadership team to ensure the virtual enablement strategy is...
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Virtual Wealth Management Consultant
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Virtual Wealth Management Consultant to join our Canadian Wealth Management Partnerships team. As a key member of our team, you will contribute to the overall success of our business by executing specific individual goals, plans, and initiatives in support of our team's business strategies and objectives.Key...
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Regional Manager, Commercial
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeContributes to overall success of Canadian Wealth Management Partnerships and Canadian Commercial Banking team. Executes individual goals and plans to support team business strategies and objectives. Ensures activities are compliant with governing regulations and internal policies. Provides referrals between Commercial Banking and Wealth Management. Actively...
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Surety Claims Consultant Opportunity
2 weeks ago
Vancouver, British Columbia, Canada Intact Financial Corporation Full timeAbout the RoleAs a Surety Claims Consultant, you will work with a high-performing team of Specialty Lines Claims professionals in the Central and Western Regions. Your primary responsibilities will include overseeing and handling complex claims on surety bonds, assessing coverage, liability, quantum, and recovery of loss activities, and completing bonded...
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Senior Trust Officer
1 month ago
Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full timeJob DescriptionAs a Senior Trust Officer with Royal Trust Corporation of Canada, you will play a key role in managing a portfolio of trust accounts, providing exceptional client service, and making day-to-day decisions to ensure efficient and accurate administration.Key Responsibilities:Build and maintain relationships with clients, beneficiaries, and...