Senior Trust Operations Manager

3 days ago


Calgary, Alberta, Canada Scotiabank Full time

Scotiabank seeks a Senior Trust Officer to support its strategy and revenue goals by delivering a best-in-class client experience.

This role is responsible for presenting Scotia's high-quality solutions to high-net-worth clients of Scotia Wealth Management, in accordance with their needs and expectations and in compliance with policies and procedures.

About the Role
  • Provide a proactive and personalized client experience to high-net-worth clients and beneficiaries.
  • Collect revenue and contribute to branch profitability through accurate forecasting and timely fee collection.
  • LIMIT CORPORATE RISK EXPOSURE by ensuring account administration is carried out proactively and in compliance with defined policies/procedures and audit standards.

In this role, you will:

  • Maintain expert knowledge of legislative, administrative, and economic issues that impact account management.
  • Demonstrate an ability to communicate on a broad range of legal and financial issues with clients and their advisors.
  • Build and maintain deep relationships and partnerships with clients, internal, and external partners.

Requirements:

  • Proven success in high-net-worth client relationship management.
  • Strong risk management skills, with attention to detail and proactive approach.
  • Excellent communication and interpersonal skills, with ability to build strong relationships.

Estimated Salary: $90,000 - $120,000 per year.



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