Estate and Trust Service Manager
3 weeks ago
We are seeking a highly skilled and experienced Trust and Estate Services Manager to join our team. As a key member of our organization, you will be responsible for supervising and providing leadership to a team of professionals supporting complex and time-sensitive processes.
Key Responsibilities- Lead and manage a team of professionals to ensure the delivery of high-quality services to clients.
- Develop and implement strategies to improve team performance and efficiency.
- Provide coaching, training, and development opportunities to team members to enhance their skills and knowledge.
- Collaborate with other departments to ensure seamless communication and coordination.
- Address escalated customer service situations and provide support to team members as needed.
- 4-year degree from an accredited university or equivalent.
- 3+ years of prior experience in securities, banking, technology, and/or job-specific related industry.
- 2+ years of demonstrated managerial experience leading and managing a team.
- Fully bilingual in French and English.
- A comprehensive Total Rewards Program including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Flexible work/life balance options.
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
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Senior Trust Services Manager
3 weeks ago
Toronto, Ontario, Canada Peoples Trust Full timeAbout the RoleWe are seeking a highly experienced and skilled Senior Trust Services Manager to join our team at Peoples Group. As a key member of our leadership team, you will be responsible for managing two business lines with significant growth potential, including trust deposit products and depositor insurance coverage as a service.About the...
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Will and Estate Consultant
3 weeks ago
Toronto, Ontario, Canada Royal Trust Corporation of Canada Full timeJob Opportunity:As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, collaborating with tax and legal professionals to deliver integrated wealth management solutions.Key Responsibilities:Conduct comprehensive client interviews and create detailed summary...
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Estate Planning Consultant
1 month ago
Toronto, Ontario, Canada Royal Trust Corporation of Canada Full timeJob OpportunityWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Royal Trust Corporation of Canada. As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own...
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Estate Planning Consultant
1 month ago
Toronto, Ontario, Canada Royal Trust Corporation of Canada Full timeJob OpportunityWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Royal Trust Corporation of Canada. As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own...
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Estate Planning Consultant
1 month ago
Toronto, Ontario, Canada Royal Trust Corporation of Canada Full timeJob Title: Will and Estate ConsultantJob Summary:We are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal...
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Estate Planning Consultant
1 month ago
Toronto, Ontario, Canada Royal Trust Corporation of Canada Full timeJob Title: Will and Estate ConsultantJob Summary:We are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal...
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AVP Trust Services Leader
4 weeks ago
Toronto, Ontario, Canada Peoples Trust Full timeAbout the RoleWe are seeking an experienced AVP Trust Services to lead our trust and deposit services team. As a key member of our leadership team, you will be responsible for developing and executing the strategic direction of our trust and deposit services business.Key ResponsibilitiesManage two business lines with significant growth potential, including...
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AVP Trust Services Leader
4 weeks ago
Toronto, Ontario, Canada Peoples Trust Full timeAbout the RoleWe are seeking an experienced AVP Trust Services to lead our trust and deposit services team. As a key member of our leadership team, you will be responsible for developing and executing the strategic direction of our trust and deposit services business.Key ResponsibilitiesManage two business lines with significant growth potential, including...
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AVP Trust Services Leader
1 month ago
Toronto, Ontario, Canada Peoples Trust Full timeAbout the RoleWe are seeking an experienced AVP Trust Services to lead our trust and deposit services team. As a key member of our leadership team, you will be responsible for developing and executing the strategic direction of our trust and deposit services business.Key ResponsibilitiesManage two business lines with significant growth potential, including...
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AVP Trust Services Leader
1 month ago
Toronto, Ontario, Canada Peoples Trust Full timeAbout the RoleWe are seeking an experienced AVP Trust Services to lead our trust and deposit services team. As a key member of our leadership team, you will be responsible for developing and executing the strategic direction of our trust and deposit services business.Key ResponsibilitiesManage two business lines with significant growth potential, including...
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AVP Trust Services Leader
4 weeks ago
Toronto, Ontario, Canada Peoples Trust Full timeAbout the RoleWe are seeking an experienced AVP Trust Services leader to join our team at Peoples Group. As a key member of our organization, you will be responsible for managing two business lines with significant growth potential, including trust deposit products and depositor insurance coverage as a service.Key ResponsibilitiesManage product vision,...
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AVP Trust Services Leader
4 weeks ago
Toronto, Ontario, Canada Peoples Trust Full timeAbout the RoleWe are seeking an experienced AVP Trust Services leader to join our team at Peoples Group. As a key member of our organization, you will be responsible for managing two business lines with significant growth potential, including trust deposit products and depositor insurance coverage as a service.Key ResponsibilitiesManage product vision,...
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Trust Services Representative
2 weeks ago
Toronto, Ontario, Canada BMO Full timeDeliver exceptional client experiences by providing high-quality sales and service to Trust & Estate clients. Leverage technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance and growth.Key Responsibilities:Assist in preparing new business proposals or presentations to clients/prospects based on their...
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Trusted Advisor
3 weeks ago
Toronto, Ontario, Canada CIBC Full timeResponsibilitiesAs a Trust Officer at CIBC, you will be responsible for the ongoing management and administration of Estates, Trusts, and Powers of Attorney. This involves partnering with a specialized team of professionals within Wealth Management to provide exceptional client service.Key AccountabilitiesTimely and accurate administration of estate, trust,...
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Trust Administrator
1 month ago
Toronto, Ontario, Canada Bank of Montreal Full timeTrust Administrator, Private WealthJob Summary: We are seeking a highly skilled Trust Administrator to join our Private Wealth team. As a key member of our team, you will be responsible for providing exceptional client service and technical expertise in trust and estate account management and administration.Key Responsibilities:Coordinate and execute...
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Trust Administrator
1 month ago
Toronto, Ontario, Canada Bank of Montreal Full timeTrust Administrator, Private WealthJob Summary: We are seeking a highly skilled Trust Administrator to join our Private Wealth team. As a key member of our team, you will be responsible for providing exceptional client service and technical expertise in trust and estate account management and administration.Key Responsibilities:Coordinate and execute...
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Estate and Trust Service Director
1 month ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a highly skilled and experienced Estate and Trust Service Manager to join our team at Royal Bank of Canada. As a key member of our organization, you will be responsible for supervising and providing leadership for a team supporting complex exception-based processes.Key ResponsibilitiesHire, onboard, and train new team members to...
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Estate and Trust Service Director
1 month ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a highly skilled and experienced Estate and Trust Service Manager to join our team at Royal Bank of Canada. As a key member of our organization, you will be responsible for supervising and providing leadership for a team supporting complex exception-based processes.Key ResponsibilitiesHire, onboard, and train new team members to...
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Manager Tax Trust
1 month ago
Toronto, Ontario, Canada CIBC Full timeJob Title: Manager Tax TrustWe are seeking a highly skilled and experienced Manager Tax Trust to join our team at CIBC. As a Manager Tax Trust, you will be responsible for managing new and junior staff, training sessions, preparing complex tax returns, and overseeing/reviewing tax returns.Key Responsibilities:Client engagement: Understanding the business...
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Manager Tax Trust
1 month ago
Toronto, Ontario, Canada CIBC Full timeJob Title: Manager Tax TrustWe are seeking a highly skilled and experienced Manager Tax Trust to join our team at CIBC. As a Manager Tax Trust, you will be responsible for managing new and junior staff, training sessions, preparing complex tax returns, and overseeing/reviewing tax returns.Key Responsibilities:Client engagement: Understanding the business...