Trust Associate, Scotia Wealth Management

4 days ago


Montreal, Quebec, Canada Scotiabank Full time

About the Role

  • As a Trust Associate, you will provide exceptional client service and administrative support to a team of Trust Officers.
  • You will assist with daily account administration, cash surveillance, and fee calculations.
  • Proactive communication with clients, beneficiaries, and external contacts is essential.

Responsibilities

  • Provide best-in-class client experience through timely and accurate account administration.
  • Assist with fee calculations, cash surveillance, and reporting.
  • Communicate effectively with clients, beneficiaries, and external contacts.
  • Support Trust Officers with day-to-day activities and decision-making.

Requirements

  • Proven track record of providing exceptional client service.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • Working knowledge of asset management and administrative procedures.
  • Basic knowledge of Trust Accounting principles.

Why Work with Us

  • Scotiabank is a leading bank in the Americas, committed to helping our customers achieve success.
  • We value diversity and inclusion in our workforce and strive to create a welcoming environment.
  • Opportunities for growth and development are available to our employees.

Language Requirements

Pursuant to a language needs assessment, the successful candidate will be required to communicate in English and French.



  • Montreal, Quebec, Canada Scotiabank Full time

    About the Role:The Associate Trust Officer is responsible for providing clients and beneficiaries with Estate, Trust and Agency administration services at established service quality levels and fee rates in accordance with corporate policy and procedure, the operating document, client needs and current legislation.Key Responsibilities:Provide personalized...


  • Montreal, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing clients with premium wealth management experiences.Key ResponsibilitiesDeliver estate planning services and other estate and trust solutions to High Net Worth (HNW)...


  • Montreal, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateJob Summary:We are seeking a highly motivated and experienced Wealth Management Associate to join our team at National Bank. As a Wealth Management Associate, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key Responsibilities:Support the Private Banker and/or...


  • Montreal, Quebec, Canada National Bank Full time

    Job Title: Wealth Management AssociateJob Summary:We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank. As a Wealth Management Associate, you will play a key role in delivering exceptional client service and support to our high-net-worth clients.Key Responsibilities:Support the Private Banker...


  • Montreal, Quebec, Canada National Bank Full time

    About the Role:We are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service.Key Responsibilities:Provide exceptional customer service to clients, both in person and over the phoneAssist wealth...


  • Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...


  • Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...


  • Montreal, Quebec, Canada NBC Full time

    Job Title: Associate in Wealth ManagementAt National Bank, we are seeking a highly motivated and detail-oriented Associate in Wealth Management to join our team. As an Associate in Wealth Management, you will play a key role in supporting our investment advisors in delivering exceptional client service.Key Responsibilities:Ensure effective communication...


  • Montreal, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and helping them stand out in the market.Key ResponsibilitiesEnsure seamless communication between clients, advisors, and...


  • Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...


  • Montreal, Quebec, Canada Banque Nationale Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Banque Nationale. As a Wealth Management Associate, you will play a key role in providing exceptional client service and supporting our financial advisors in delivering top-notch wealth management solutions.Key...


  • Montreal, Quebec, Canada National Bank Full time

    About the Role:We are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional customer service to our clients.Key Responsibilities:Ensure effective communication between clients, advisors, and various...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Service Support Officer to join our Private Banking team at Scotia Wealth Management. As a key member of our team, you will play a critical role in ensuring the success of our clients by delivering exceptional service and support.Key ResponsibilitiesProvide exceptional client service and support, ensuring that all...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Service Support Officer to join our Private Banking team at Scotia Wealth Management. As a key member of our team, you will play a critical role in ensuring the success of our clients by delivering exceptional service and support.Key ResponsibilitiesProvide exceptional client service and support, ensuring that all...


  • Montreal, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...


  • Montreal, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our investment advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring...


  • Montreal, Quebec, Canada Scotiabank Full time

    As an Estate Trust Coordinator at Scotiabank, you will play a vital role in supporting the growth and development of our Estate and Trust business.Key Responsibilities:Provide administrative support to Estate and Trust Coordinators, including managing the flow of mail and couriers, ensuring the team is well stocked with necessary supplies, and triaging...


  • Montreal, Quebec, Canada NBC Full time

    Job SummaryAs a Wealth Management Associate at National Bank, you will play a key role in supporting investment advisors in their business development. Your primary responsibility will be to provide exceptional customer service to clients, ensuring effective communication between all parties involved.Key Responsibilities:Ensure seamless communication between...


  • Montreal, Quebec, Canada Scotiabank Full time

    Wealth Management Associate ProgramScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and financial planning skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop core...


  • Montreal, Quebec, Canada Scotiabank Full time

    Wealth Management Associate ProgramScotiabank is seeking ambitious and entrepreneurial-minded individuals to join our Wealth Management Associate Program. This 5-month salaried program is designed to develop sales and financial planning skills, with a focus on building a foundation for success in a Wealth Advisory role.Key Responsibilities:Develop core...