Trust Relationship Specialist

Job Description Job Description Salary: Come join Home Trust Company as an Oaken Customer Service Specialist in our Customer Experience teamHome Trust Company has developed a track record of success as Canadas leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated...

**Leadership Opportunity**The Relationship Manager Lead (RML) at Prospera Credit Union is a key leadership role responsible for maintaining and growing advisory relationships with high-value members. As a leader, you will have the opportunity to develop and execute proactive outreach strategies, manage pipelines, and engage line of business specialists to...

About the RoleWe are seeking a skilled and compassionate Healthcare Relationship Specialist to join our team at Intello Technologies Inc.This is an exciting opportunity to work with our patients, building trust and delivering exceptional experiences that drive long-term relationships.Key Responsibilities:Develop and maintain strong relationships with...

About the RoleAs a Trust Officer at Bank of Montreal, you will play a critical role in delivering exceptional client experiences and ensuring compliance with all aspects of trust and estate account management.Key ResponsibilitiesTechnical Expertise: Provide technical support to team members responsible for fiduciary account management, ensuring they have the...

DESCRIPTION OF SALES AND SERVICE SPECIALISTJob Summary: Provides high-quality sales and service to Trust & Estate clients, delivering exceptional client experiences. Ensures technical expertise for all aspects of Trust & Estate account management and administration, maintaining compliance.Key Responsibilities:- Identifies opportunities to grow existing...

**Job Overview**We are seeking a highly skilled 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 of client needs and be able...

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...

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...

TEAM LOCAL is hiringBuilt on nearly 80 years of service in local communities,ProsperaCredit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24...

At the Bank of Montreal, we are seeking a Trust and Estate Professional to join our team. As a key member of our Wealth Management department, you will be responsible for delivering exceptional client service and providing technical expertise in trust and estate account management.About the RoleThis is an exciting opportunity to work with a talented team of...

At Scotiabank, we are committed to delivering exceptional wealth management services to our High Net Worth (HNW) clients. As an Estate & Trust Consultant, you will play a key role in providing tailored solutions that meet their complex needs.Key Responsibilities:Partner with Scotia Wealth Management advisors to deliver estate planning services and other...

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...

Requisition ID: 219474Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Reporting to the Market Lead (Vancouver & Victoria branches), as the Trust Administrator, you support Scotiatrust's team by performing various administrative duties in support of the branches, providing account- and client-based...

**Overview of the Role**The Relationship Manager Lead (RML) plays a critical role in maintaining and growing advisory relationships with high-value members, while providing back-up leadership support to the Branch Manager. This involves developing and executing proactive outreach strategies, managing pipelines, and engaging line of business specialists to...

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 client/relationship management solution....

We're looking for a highly skilled Fiduciary Relationship Manager to join our team at the Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional service to our clients by delivering tailored solutions to meet their unique needs.The ideal candidate will have a deep understanding of personal trust...

Company OverviewCelebrating over 80 years of helping our members achieve their financial goals, Coast Capital Savings is a leader in the financial services industry. Our commitment to equity, diversity, and inclusion has earned us recognition as a Platinum member of Canada's Best Managed Companies. We prioritize building strong relationships with our members...

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 client/relationship management solution....

About the Role:We are seeking a highly skilled and experienced Trust Officer to join our team. As a key member of our wealth management group, you will be responsible for providing exceptional client service and expertise in trust administration.Key Responsibilities:Manage trust, agency or probate accounts in the role of trustee.Provide day-to-day technical...

Title: Estate & Trust Consultant - VancouverRequisition ID: 202621Join 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. You will work to deepen and strengthen...