Trust Advisor, Indigenous Wealth Professional
6 days ago
We are seeking a highly skilled Trust Advisor to join our team in Vancouver, Calgary, or Winnipeg. As a key member of our team, you will be responsible for managing a portfolio of trust accounts, ensuring timely and accurate fiduciary management, and providing expert guidance to clients and their advisors.
Responsibilities- Administer trust accounts in accordance with governing documents, trust law, and relevant legislation
- Develop and deliver business plans to attract new clients and grow existing relationships
- Ensure strategic objectives are met and service is customized to each client's unique needs
- Manage a team of administrative professionals and demonstrate ownership and accountability in managing client requests
To succeed in this role, you will need:
- Minimum 5 years' experience in financial services or a related industry
- Post-secondary degree or diploma, or equivalent experience
- Knowledge of trust services and dedication to staying up-to-date on policy developments and issues
- Successful completion of the Canadian Securities Course (or willingness to complete)
While not required, previous experience working with Indigenous communities and/or matters, as well as knowledge of complex legal documents, would be an asset.
What We OfferIn return for your expertise, we offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock options, where applicable. You will also have access to coaching and development opportunities, making a meaningful impact, and working in a dynamic and collaborative environment.
CompensationThe estimated salary range for this position is $70,000 - $105,000, depending on factors such as experience, skills, registration status, market conditions, and business needs. This position may also be eligible for a discretionary/variable incentive payment.
Join Our TeamAt Royal Bank of Canada, we value diversity, equity, and inclusion. We strive to create a workplace that is accessible, inclusive, and equitable for all employees, regardless of ability, race, ethnicity, gender, sexual orientation, or other characteristics. If you are passionate about delivering trusted advice to help our clients thrive and communities prosper, we encourage you to apply.
-
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled Trust Advisor to join our team in Vancouver, Calgary, and Winnipeg. As a key member of our Indigenous Wealth team, you will be responsible for administering a portfolio of trust accounts and providing expert guidance to clients and their advisors.Job SummaryThis is an exciting opportunity to work with a dynamic...
-
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeRole SummaryWe are seeking a highly skilled Senior Trust Advisor to join our team in Vancouver, Calgary, or Winnipeg. As a key member of our team, you will be responsible for identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region.About the RoleIn this role, you will administer a portfolio of trust accounts,...
-
Trust Advisor, Indigenous Wealth Position
7 hours ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeWe are seeking a seasoned Trust Advisor to join our team in Vancouver, Calgary, or Winnipeg. This role will involve managing a portfolio of trust accounts, ensuring timely and accurate execution of fiduciary management in accordance with policies and procedures.As a key member of the team, you will act as a regional expert, providing guidance to existing and...
-
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking an experienced Trust Administrator to join our team in Vancouver. As a Trust Administrator, Indigenous Wealth, you will play a critical role in administering a portfolio of Indigenous Trusts, working closely with each community to help them achieve their goals.Job DescriptionThis is a full-time salaried position within our Wealth...
-
Fiduciary Advisor for Indigenous Wealth
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a skilled Fiduciary Advisor to join our team in Vancouver, Calgary, or Winnipeg. As a key member of our team, you will be responsible for identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region.ResponsibilitiesAdminister a portfolio of trust accounts, ensuring timely and accurate...
-
Strategic Wealth Planning Professional
4 days ago
Vancouver, British Columbia, Canada OceanFront Wealth Inc. Full timeOceanFront Wealth Inc. is a pioneering wealth management firm, dedicated to providing bespoke financial solutions for high-net-worth clients in the Lower Mainland.We take pride in our independent and personalized approach, aligning our clients' financial goals with their personal values to create a unique and customized experience.Our team strives to...
-
Trust Administrator, Indigenous Wealth
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeAbout Royal Bank of CanadaWe thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. Our commitment to diversity and inclusion is evident in our employee-led networks and our support for a variety of community programs. Salary Range:...
-
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob OverviewRoyal Bank of Canada is seeking an experienced Trust Administrator to join our team in Vancouver. In this role, you will have the opportunity to work closely with our clients and teams to administer a portfolio of Indigenous Trusts.Salary and BenefitsThe estimated salary range for this position is $60,000 - 70,000 per year, depending on factors...
-
Wealth Management Professional
4 weeks ago
Vancouver, British Columbia, Canada Odlum Brown Limited Full time $100,000 - $110,000We are honored to present an exceptional opportunity for a skilled Wealth Management Professional to join our highly successful team at Odlum Brown Limited in Vancouver. As a key member of our six-person team, you will work closely with experienced Portfolio Managers, an Investment Associate, and two Investment Assistants to deliver conservative, long-term...
-
Wealth Management Professional
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers achieve success through a broad range of advice, products and services.Compensation and BenefitsWe offer a competitive compensation package, including $64,000 per year, which is estimated based on the location (Canada) and industry...
-
Financial Services Professional
23 hours ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeCompany OverviewRoyal Bank of Canada (RBC) is a leading relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We pride ourselves on our collaborative, supportive culture that enables success at every level and empowers us to help our clients achieve their financial goals.SalaryThe expected salary range for this...
-
Estate Trust Administrative Professional
7 hours ago
Vancouver, British Columbia, Canada Scotiabank Full timeAt Scotiabank, we're seeking an Estate Trust Administrative Professional to join our team. This role is based in Vancouver, British Columbia, and offers a competitive salary of $60,000 - $80,000 per year.Job Description:We're looking for a highly organized and detail-oriented individual to provide administrative support to our Estate & Trust Consultants. As...
-
West Vancouver, British Columbia, Canada Scotiabank Full timeScotiabank, a leading bank in the Americas, is guided by its purpose: 'for every future'. Our company helps customers achieve success through various services, including personal and commercial banking, wealth management, and private banking. We have a reputation for integrity based on service excellence and trusted investment advice.The Senior...
-
Investment Advisor
7 hours ago
Vancouver, British Columbia, Canada Bank of Montreal Full timeAbout the RoleAs an Investment Advisor, you will play a key role in supporting clients in achieving their financial goals. This position requires strong communication and interpersonal skills to build trust with clients and provide personalized investment advice.Key ResponsibilitiesDetermine individual investment needs and provide professional, customized...
-
Strategic Wealth Advisor
1 month ago
Vancouver, British Columbia, Canada Bank of Montreal Full timeJob Description:We are seeking a highly skilled Strategic Wealth Advisor to join our team at the Bank of Montreal. As a key member of our Private Banking team, you will be responsible for delivering exceptional customer service and providing comprehensive wealth management solutions to high net worth individuals.Key Responsibilities:Determine client needs...
-
Wealth Management Professional
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeWealth Management OpportunityAt Royal Bank of Canada, we're looking for a highly skilled Wealth Management Professional to join our team. This role offers a competitive salary and benefits package, including a base salary of $120,000 per year, with opportunities for commission-based earnings.About the RoleIn this position, you'll be responsible for building...
-
Senior Wealth Manager
1 week ago
Vancouver, British Columbia, Canada Disability Solutions Full time**About the Role**We are seeking an experienced Senior Wealth Manager to join our team at Sophia Financial Group. As a trusted advisor, you will work closely with high net worth clients to understand their financial goals and develop tailored investment strategies.
-
Senior Wealth Management Advisor
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeCompany OverviewRoyal Bank of Canada (RBC) is a leading financial institution with a strong presence in Canada. Our wealth management division offers personalized services to high-net-worth clients, providing expert advice and guidance to help them achieve their financial goals.SalaryThe estimated annual salary for this position is over $100,000, with the...
-
Compliance Operations Director
4 weeks ago
Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000ZLC Wealth Inc. is seeking a highly skilled Compliance Operations Director to lead our Wealth Management division. This is a challenging and rewarding opportunity for an experienced professional to join our team.**Job Summary:**The Compliance Operations Director will be responsible for overseeing all aspects of compliance, including regulatory requirements,...
-
Tax Policy Expert
4 weeks ago
Vancouver, British Columbia, Canada Nicola Wealth Full timeWe are seeking a highly skilled Senior Tax Policy Specialist to join our Fund Accounting team at Nicola Wealth. This role is responsible for providing expert guidance on tax matters related to our proprietary mutual funds and Limited Partnerships.Key Responsibilities:Coordinate and manage tax due diligence on new investment opportunities with Portfolio...