Trust Advisor, Indigenous Wealth Position
15 hours ago
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.
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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...
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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, 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...
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