Trust Advisor, Indigenous Wealth Position

15 hours ago


Vancouver, British Columbia, Canada Royal Bank of Canada Full time

We 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 prospective clients and their advisors, while sharing best practices with your partners and team.

This position requires a minimum 5 years' experience in financial services or a related industry, along with a post-secondary degree/diploma or relevant experience. You must also have knowledge of trust services and dedication to staying abreast of trust policy, developments, and related issues.

Responsibilities will include ensuring trust administration is carried out in accordance with governing documents, trust law, legislation, and department objectives, while taking into account client needs. You will also develop and deliver on a business plan within the market to attract new business, ensure strategic objectives are known and reviewed often, and provide customized service to each client's unique needs and circumstances.

The salary range for this position is estimated at $70,000 - 105,000 annually, depending on factors such as experience, skills, registration status, and market conditions.

Beyond competitive compensation, we offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, as well as opportunities for professional growth and development.

We strive to create an inclusive work environment that values diversity, equity, and inclusion. If you are passionate about working with Indigenous communities and possess the necessary expertise, we encourage you to apply for this exciting opportunity.



  • Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    About 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 time

    Role 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,...


  • Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    About 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...


  • Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    About the RoleWe 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.ResponsibilitiesAdminister trust...


  • Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    About 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...


  • Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    About 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 time

    Job 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...


  • Vancouver, British Columbia, Canada OceanFront Wealth Inc. Full time

    OceanFront 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...


  • Vancouver, British Columbia, Canada Bank of Montreal Full time

    Job 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...


  • West Vancouver, British Columbia, Canada Scotiabank Full time

    Company OverviewScotiabank, a leading bank in the Americas, is committed to helping customers achieve success through a range of advice, products and services. Our purpose is 'for every future.'About ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and...

  • Investment Advisor

    15 hours ago


    Vancouver, British Columbia, Canada Bank of Montreal Full time

    About 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...


  • 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.


  • Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Company 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...


  • Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Company 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...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    About 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...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    Company OverviewScotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.We value the unique skills and experiences each individual brings to the Bank and are committed to creating and...


  • West Vancouver, British Columbia, Canada Scotiabank Full time

    Scotiabank, 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...


  • Vancouver, British Columbia, Canada BC Public Service Agency Full time

    Company Overview:The BC Public Service Agency is a dynamic organization committed to creating a diverse workplace that represents the population it serves.We are seeking a highly skilled Senior Advisor for Indigenous Relations and Project Management to join our team in the Northern Region.This position offers a unique opportunity to work on impactful...


  • Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level and equips us to help our clients achieve their financial goals.We are seeking a resourceful, efficient and collaborative individual to join our leading wealth...

  • Tax Policy Expert

    4 weeks ago


    Vancouver, British Columbia, Canada Nicola Wealth Full time

    We 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...