Trust Account Manager
1 week ago
At Bank of Montreal, we are seeking a highly skilled Trust Account Manager to join our team. This role is responsible for providing exceptional client service and technical expertise in trust account management and administration.
Key Responsibilities:- Provide high-quality sales and service to Trust & Estate clients to deliver an exceptional client experience.
- Offer technical support to team members responsible for fiduciary account management.
- Manage trust, agency, or probate accounts in the role of trustee.
- Bachelor's degree in Finance or related field preferred.
- In-depth knowledge of Trust Tax, Trust Accounting, and Investment Management.
- Knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.
- A competitive salary range of $80,000 - $120,000 per year.
- Performance-based incentives and discretionary bonuses.
- Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
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Executive Portfolio Manager
3 weeks ago
Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full timeCompany OverviewRoyal Trust Corporation of Canada is a leading provider of trust services, dedicated to helping clients achieve their financial goals. Our team of experienced professionals provides personalized service and expertise to manage complex trust portfolios.SalaryThe estimated salary for this position is between $65,000 and $85,000 per year,...
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Strategic Account Manager for Financial Services
1 month ago
Vancouver, British Columbia, Canada Peoples Trust Full timeAbout the OpportunityWe are seeking an experienced Account Manager to join our team at Peoples Trust. In this role, you will be responsible for managing commercial client relationships, identifying opportunities for growth, and providing exceptional customer service.About the RoleAs an Account Manager, you will be the primary point of contact for our...
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Trust Accounting Specialist
3 weeks ago
Vancouver, British Columbia, Canada Arlyn Recruiting Full timeJob Title: Trust Accounting SpecialistThe successful candidate will play a critical role in maintaining the financial integrity of trust accounts and ensuring compliance with relevant regulations.Responsibilities:Maintain and manage trust account records, ensuring all transactions are accurately recorded and reconciled. Prepare detailed financial statements...
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Accounting Clerk
4 weeks ago
Vancouver, British Columbia, Canada Arlyn Recruiting Full timeJob Title: Financial Operations Coordinator - Trust AccountsThe Financial Operations Coordinator - Trust Accounts plays a vital role in ensuring the financial integrity of trust accounts. This position involves various accounting tasks that support the overall financial operations of the firm. Some of the key responsibilities include:Key...
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Senior Accountant
1 month ago
Vancouver, British Columbia, Canada Endeavor Trust Corporation Full timeWe are seeking a highly skilled Senior Accountant to join our team at Endeavor Trust Corporation.
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Vancouver, British Columbia, Canada CIBC Full timeWe're a leading financial institution dedicated to building strong relationships with Indigenous communities. Our goal is to provide exceptional service and support, ensuring that our clients' needs are met and their goals are achieved.About the RoleAs an Associate Director, you will play a key role in managing client relationships and providing...
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Trust Operations Specialist
3 weeks ago
Vancouver, British Columbia, Canada BMO Full timeAbout the RoleBMO is seeking a highly skilled Trust Operations Specialist to join our team. In this role, you will be responsible for providing exceptional client service and technical expertise in trust administration.ResponsibilitiesManage trust accounts, ensuring compliance with relevant laws and regulationsProvide high-quality sales and service to Trust...
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Business Development Manager
4 weeks ago
Vancouver, British Columbia, Canada Peoples Trust Full timeAbout UsAt Peoples Trust, we are a boutique financial institution with offices in Vancouver, Calgary, Toronto, and Montreal. With over 35 years of experience in the Canadian marketplace, our mission is to provide exceptional customer service backed by extensive product knowledge and expertise.We prioritize risk-based practices and procedures to remain risk...
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Accountant with Financial Expertise
3 weeks ago
Vancouver, British Columbia, Canada Testing Account for Bugs on Production Full timeJob Description:We are seeking an experienced Accountant to join our team at Testing Account for Bugs on Production.Responsibilities:Analyze financial data and prepare accurate financial reports.Ensure compliance with accounting standards and regulations.Manage budgets and forecast future financial performance.Provide financial guidance to management and...
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Senior Trust Officer/Portfolio Manager
1 week ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeAbout Royal Bank of CanadaRoyal Bank of Canada is a leading financial institution dedicated to providing exceptional client experiences through our comprehensive range of trust, power of attorney, estate, and agency solutions.As a Senior Trust Officer/Portfolio Manager at Royal Bank of Canada, you will play a crucial role in achieving business results by...
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Business Development Representative
3 weeks ago
Vancouver, British Columbia, Canada Peoples Trust Full timeAbout UsAt Peoples Trust, we are a leading boutique financial institution with offices in Vancouver, Calgary, Toronto, and Montreal. Our mission is to deliver exceptional customer service backed by extensive product knowledge and experience.We prioritize risk-based practices and procedures to ensure we remain risk intelligent and compliant. Our culture is...
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Senior Regulatory Project Manager
1 month ago
Vancouver, British Columbia, Canada Peoples Trust Full timeAbout the JobWe are seeking a highly skilled Senior Regulatory Project Manager to join our team at Peoples Trust.About the RoleThe successful candidate will be responsible for leading and overseeing the delivery of a portfolio of regulatory compliance projects in the Canadian banking sector.About the RequirementsThe ideal candidate will have 7+ years of...
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Commercial Funding Specialist
4 weeks ago
Vancouver, British Columbia, Canada Peoples Trust Full timeAbout Peoples TrustPeoples Trust is a boutique financial institution with a strong presence in various Canadian cities, including Vancouver, Calgary, Toronto, and Montreal. Our mission is to provide exceptional customer service backed by extensive product knowledge and experience.Job SummaryWe are seeking a skilled Commercial Funding Administrator to join...
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Lead Finance Professional
5 days ago
Vancouver, British Columbia, Canada Endeavor Trust Corporation Full timeEndeavor Trust Corporation, a fast-growing financial institution in downtown Vancouver, seeks an experienced Senior Accountant to join its team.About Endeavor TrustWe play a significant role in the Canadian securities market through our participation in initial public offerings, financings, mergers and acquisitions, and other corporate actions. Our company...
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Trust Administrator Specialist
3 weeks ago
Vancouver, British Columbia, Canada BMO Full timeBMO Financial Group is committed to growing the good in business and life. As a Trust Administrator, you will play a vital role in delivering exceptional client experiences, providing technical expertise, and ensuring compliance.Job Summary:Assist in preparing new business proposals or presentations to clients/prospects based on their needs.Develop a rapport...
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Trust Administration Specialist
4 weeks ago
Vancouver, British Columbia, Canada Brainhunter Systems Ltd Full timeAbout the Opportunity:This is a challenging role that requires exceptional organizational and administrative skills, with a focus on managing complex trust arrangements.The successful candidate will work closely with estate related stakeholders, including Gift Planning Advisors (GPAs) and testator/trix families, to ensure seamless planning and execution of...
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Estate & Trust Advisor - Vancouver
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRole OverviewIn this role, you will deliver ScotiaBank’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients. You will partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the advisor.Develop...
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Incident Management Specialist
4 weeks ago
Vancouver, British Columbia, Canada Peoples Trust Full timeAbout the Role:At Peoples Group, we're seeking a highly skilled Incident Management Specialist to join our team. This is an exciting opportunity to make a significant impact in ensuring our IT systems run smoothly and efficiently.Key Responsibilities:Oversee the incident management process and collaborate with the team to resolve incidents promptly.Respond...
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Identity and Access Management Program Director
1 month ago
Vancouver, British Columbia, Canada Peoples Trust Full timeAbout Peoples TrustAt Peoples Trust, we strive to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience. Our mission is to deliver innovative financial solutions that meet the evolving needs of our customers.We value our culture, which is formed by our values: Trustworthy, Creative,...
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Trusted Home Caregiver
3 weeks ago
Vancouver, British Columbia, Canada Jhonalyn Bumanglag Claro Full timeJob DescriptionWe are seeking a reliable and experienced nanny to join our family as a full-time caregiver for children. As a trusted home caregiver, you will be responsible for providing top-notch care and attention to our little ones.Responsibilities:Care for Children: Supervise and care for children, ensuring their physical and emotional well-being is...