Scotiatrust Trust Officer
2 weeks ago
Is this role right for you? In this role you will:1. Relationship Management & Client Service Provide a best in class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns. Assist the Senior Trust Officer in building and maintaining effective internal and external partnerships, with a view to providing seamless, impactful solutions across a variety of financial services disciplines. Assist the Senior Trust Officer with revenue collection and contribute to the branch’s profitability by assisting with accurate forecasting and the timely collection of fees, including making recommendations regarding situations that may warrant a non-standard fee agreement. 2. New Business Development Identify and elevate to the Senior Trust Officer, new business opportunities that arise from the day to day management of the account portfolio Assist the Senior Trust Officer in their efforts establish a strong presence and proactive relationship with a select number of retail branches to identify and close immediate and recurring fee opportunities. Assist the Senior Trust Officer develop acquisition strategies and maintain a robust prospect pipeline, in order to generate sustainable and profitable growth. 3. Risk Management Limit corporate risk exposure by ensuring that account administration is carried out proactively and in compliance with defined policies/procedures and audit standards, including the timely escalation of issues to the appropriate internal oversight groups as required. Maintain detailed knowledge of legislative, administrative and economic issues that impact the management of your accounts and demonstrate an ability to communicate on a broad range of legal and financial issues with clients and their advisors, with particular proficiency in estates, trusts, wills, and investment and taxation matters. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a high-performance environment and contributes to an inclusive work environment Do you have the skills that will enable you to success in this role? We'd love to work with you if you have: Proven ability of consistently delivering a proactive best in class client experience. Proven ability to manage competing priorities without losing focus on key accountabilities Strong interpersonal, verbal communication and negotiation skills and professionalism. Strong change management skills and ability to adopt technology and reporting platform changes to support operational improvements, sales management process improvements, etc.. Effective at building and maintaining deep relationships and partnerships. Proven ability to execute against financial and business development targets and profitability measures. Professional and/or industry accreditation, in addition to a university degree. Minimum of 3-5 years of directly-related experience. Proven success in high net worth client relationship management. Membership or commitment to participate in CSI and/or STEP.
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Scotiatrust Trust Officer
3 weeks ago
London, Canada Scotiabank Full timeScotiatrust Trust Officer - London, ON Select how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and...
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Scotiatrust Trust Officer
2 weeks ago
London, Canada Scotiabank Full timeScotiatrust Trust Officer - London, ON Select how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy...
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Scotiatrust Trust Officer
2 weeks ago
London, Ontario, Canada Scotiabank Full timeRequisition ID: 234435Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As aScotiatrust Trust Officerworking in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client...
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Scotiatrust Trust Officer
2 weeks ago
London, Canada Scotiabank Full timeRequisition ID: 234435Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class...
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Scotiatrust Trust Officer
2 weeks ago
London, ON NA R, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Scotiatrust Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client experience...
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Scotiatrust Trust Officer
6 days ago
London, ON NA R, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Scotiatrust Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client experience...
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Scotiatrust Trust Officer
6 days ago
(s): Canada : Ontario : London (ON) Scotiabank Global Site Full timeRequisition ID: 234435Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Scotiatrust Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client...
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Trust & Estates Relationship Manager
3 weeks ago
London, Canada Scotiabank Full timeA leading financial institution in London, ON is seeking a Scotiatrust Trust Officer to deliver exceptional client experiences. The role requires building deep client relationships and supporting business development for high net worth clients. Ideal candidates have 3-5 years of relevant experience and a strong focus on compliance and risk management. Join a...
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Trust Officer
2 weeks ago
London, Canada BMO Full timeTrust Officer, BMO We invite all experienced and aspiring Indigenous / Métis / Inuit professionals to apply to roles featured on BMO’s Indigenous Careers landing page, as well as all of those on BMO’s Careers page. Qualified Indigenous / Metis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist,...
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Trust Officer — Client Trust
2 weeks ago
London, Canada BMO Full timeA leading financial institution is seeking a Trust Officer to manage trust accounts and assist clients effectively. The ideal candidate will have 4-6 years of relevant experience and a Bachelor's degree in Finance. The role emphasizes risk assessment, compliance, and strategic collaboration with stakeholders. Compensation ranges from $56,000 to $103,500, and...