Senior Trust Officer

Join to apply for the Senior Trust Officer role at Raymond James Ltd. At Raymond James, we develop, collaborate, decide, deliver, and improve together. Solus Trust Company (STC) is an affiliate of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. STC provides personal estate, trust, and agency services to clients of RJL, its correspondent services clients, as well as clients referred externally via Centers of Influence (COIs) and other financial institutions. Job Overview Working within the Trust Services Team, the Senior Trust Officer will report to the AVP, Trust Services. You will manage a book of estate and trust accounts while acting as a role model to Trust Officers and Trust Administrators on the team. You will ensure the ongoing delivery of premium service to partners and their clients while building and maintaining strong relationships with internal RJL and external COI partners. Responsibilities Build strategic relationships with COIs including lawyers, accountants, financial advisors to enhance collaboration for HNW clients. Act in the best interest of clients, providing appropriate service and guidance on account administration. Deliver and oversee timely, accurate, and professional administration of complex estate, trust, and power of attorney accounts. Exercise discretion afforded in wills, trust agreements, or power of attorney documents for clients where STC has authority. Manage account-owned corporations, including directors’ resolutions, shareholders’ meetings, and financial statements. Ensure new business is reviewed and approved according to policy. Collaborate with compliance, operations, legal, and other lines of business to resolve system, administrative, risk management, and legal issues. Participate in audit activities, business line oversight, internal audit, and regulatory audits and examinations. Participate in discretionary decision discussion, creation, modification, and implementation of policy and procedures. Complete other duties and projects as assigned. Benefits Our most important investment is in people. Upon eligibility, RJL offers flexible workstyles, competitive compensation, and benefits including health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and more. Internal promotion and community involvement are supported. Qualifications Minimum 5 years of estate and trust industry experience. Experience effectively managing estate, trust, and power of attorney accounts is highly desirable. Experience working with HNW clients and their wealth advisors. Strong communication skills, ability to work collaboratively and independently. Exceptional critical thinking and analytical skills. In-depth knowledge of estates, trusts, and powers of attorney for property laws. University degree in related field. Intra-provincial travel may occasionally be required. Licenses/Certifications Membership with the Society of Trust & Estate Practitioners (TEP designation). Other Opportunities We encourage our associates at all levels to grow professionally, inspire others, work collaboratively, make pragmatic choices, take ownership, and contribute to the firm’s continuous evolution. At Solus Trust Company, we honor, value, and respect diversity and inclusion. We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs. To request accommodations, candidates are instructed to contact Human Resources via email at #J-18808-Ljbffr