Current jobs related to Senior Trust Advisor - Vancouver, British Columbia - Scotiabank

  • Senior Tax Advisor

    4 days ago

    Vancouver, British Columbia, Canada Grant Thornton - Canada Full time

    Are you a Senior Tax Advisor looking for a new challenge? We are seeking an experienced professional to join our Domestic Tax team at Grant Thornton Canada. In this role, you will work closely with clients to understand their tax needs and develop strategies to minimize tax liabilities.We are looking for an individual with solid experience in corporate and...

  • Trust Officer

    4 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 220855Join 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...

  • Trust Officer

    3 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 220855Join 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...

  • Trust Officer

    3 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 220855Join 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...

  • Trust Officer

    3 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 220855Join 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...

  • Senior Trust Specialist

    3 days ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job Description:">The Senior Trust Specialist will be responsible for managing the day-to-day activities of the trust department, ensuring seamless execution of tasks and maintaining high-quality service standards.">Key Responsibilities:">">Manage client relationships, responding to inquiries and resolving issues promptly.">Maintain accurate records and...

  • ST Senior Trust Officer

    1 week ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Senior Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager responsible for supporting the company's strategy and revenue goals by profitably delivering a best in class client experience and...

  • Senior Tax Advisor

    2 days ago

    Vancouver, British Columbia, Canada 77 Consultants Full time

    Join Our TeamWe are seeking a highly skilled Senior Tax Advisor to join our team at 77 Consultants. As a Senior Tax Advisor, you will be responsible for providing tax expertise to our real estate clients, preparing and reviewing tax returns, and assisting with tax planning and compliance.About the RolePrepare and review income tax and partnership returns for...

  • Senior Analyst, Trust Operations

    2 weeks ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job Description - Senior Analyst, Trust Operations (2500170)Senior Analyst, Trust Operations - 2500170Solus Trust Company is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. ST...

  • Senior Analyst, Trust Operations

    3 days ago

    Vancouver, British Columbia, Canada Raymond James Financial Full time

    Job Description - Senior Analyst, Trust Operations (2500170)Senior Analyst, Trust Operations - 2500170Solus Trust Company is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. ST...

  • Senior Trust Officer Support

    4 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    **What We're Looking For**We are seeking a highly motivated and experienced Trust Officer to join our Scotia Wealth Management team. As a Trust Officer, you will play a key role in supporting the company's strategy and revenue goals by delivering exceptional client service and expertise in Estates & Trusts.The ideal candidate will have a strong understanding...

  • Estate & Trust Consultant - Vancouver

    5 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Is this role right for you? In this role, you will: Deliver Scotiatrust's estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by: Partnering with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the...

  • Investment Advisor

    7 days ago

    Vancouver, British Columbia, Canada Harbourfront Wealth Management Full time

    Harbourfront Wealth Management embodies independent, unbiased advice with a focus on delivering true wealth management. Advisors at Harbourfront's branches across Canada offer harmonized advice that includes portfolio construction, income planning, tax minimization, estate preservation, and trust management with a continuous focus on risk management.Role...

  • Senior Pension Advisor

    6 days ago

    Vancouver, British Columbia, Canada Vancouver City Savings Credit Union Full time

    As a Senior Pension Advisor, you will be responsible for managing the day-to-day operations of the pension administration team, ensuring compliance with regulatory requirements and best practices. You will also provide training and support to colleagues, and contribute to the development of policies and procedures.

  • Senior Sales Tax Advisor

    5 days ago

    Vancouver, British Columbia, Canada Ryan LLC Full time

    We are seeking a Senior Sales Tax Advisor to join our team at Ryan LLC. As a Senior Sales Tax Advisor, you will be responsible for developing new client relationships and working with the Ryan global management team to expand the Practice to other markets.ResponsibilitiesDevelop new client relationships and work with the Ryan global management team to expand...

  • Estate & Trust Consultant - Vancouver

    1 week ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Title: Estate & Trust Consultant - VancouverJoin 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...

  • Senior Financial Advisor

    4 days ago

    Vancouver, British Columbia, Canada TEEMA Full time

    We are looking for a Senior Financial Advisor to join our team at TEEMA. As a key member of our team, you will play a critical role in ensuring that companies comply with federal, provincial, and municipal tax regulations.Your primary responsibilities will include preparing tax provisions schedules, tax and information returns, payments calculation, reports,...

  • Senior Legal Advisor

    21 hours ago

    Vancouver, British Columbia, Canada Global Relay Full time

    Senior Legal Advisor:We are seeking a Senior Legal Advisor to join our team and provide expert guidance on compliance and eDiscovery matters. As a senior member of our legal team, you will be responsible for advising on complex regulatory issues, including data protection, privacy, and intellectual property rights.Your responsibilities will include reviewing...

  • Senior Advisor

    7 days ago

    Vancouver, British Columbia, Canada WSP in Canada Full time

    Job OverviewWe are seeking an experienced Senior Advisor to join our team within the Indigenous and Stakeholder Engagement and Information Management (ISEIM) team at WSP in Canada. This role will involve providing support for clients to help them meet their project objectives, with a focus on Indigenous engagement.The ideal candidate will have strong...

  • Culture and Employee Experience Advisor, Large Scale Transformation

    4 days ago

    Vancouver, British Columbia, Canada Intello Technologies Inc. Full time

    About the JobWe are seeking a Culture and Employee Experience Advisor to join our Large Scale Transformation team. In this role, you will be responsible for developing and implementing comprehensive strategies to drive employee engagement and retention.You will work closely with senior leaders to develop and execute plans that address people-related...

Senior Trust Advisor

1 week ago

Vancouver, British Columbia, Canada Scotiabank Full time

We are looking for a highly motivated and experienced professional to join our team as an Estate & Trust Consultant. In this role, you will have the opportunity to work with our High Net Worth (HNW) clients, providing tailored solutions to meet their complex needs.

Key Responsibilities:
  • Deliver estate planning services and other trust solutions to HNW clients.
  • Develop and strengthen relationships with clients, partners, and centres of influence through business development opportunities.
  • Take a proactive approach to risk management, ensuring actions and behaviors drive a positive client experience while operating within relevant policies and guidelines.
  • Contribute to the effective functioning of the team by building effective working relationships, coaching and mentoring colleagues, and facilitating open communication.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

To succeed in this role, you will require:

  • A background and experience in estate, trust, or financial planning, preferably with 3 years of wealth planning experience.
  • In-depth experience dealing with HNW clients and their advisors.
  • In-depth knowledge and technical proficiency related to wealth and estate planning strategies such as insurance, tax, family, and charity law, and business succession.
  • A university degree in law, which is an asset.
  • Membership of the Society of Trust and Estate Practitioners (STEP), Trust and Estate Practitioner (TEP) designation, which is an asset.
],