Trust Officer

4 months ago

Québec City, Canada Scotiabank Full time

Requisition ID: 202724

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

As a 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 in accordance with your clients' needs and expectations and in compliance with policies and procedures. You also assist with the identification and pursuit of new business opportunities, both inside and outside Scotia Wealth Management.

You are client-centric with a strong sense of proactivity and are effective at building and maintaining deep client relationships and possess detailed technical knowledge of Estates & Trusts. You will have primary responsibility for the day to day management, oversight and account administration for client, beneficiary and Co-Trustee relationships.

Through an intimate understanding of client goals, needs and circumstances, you will engage Scotiabank and Scotia Wealth management’s team of experts as needed, to deliver on total wealth strategies.

Key Job Accountabilities

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.

• Build and maintain effective internal and external partnerships, with a view to providing seamless, impactful solutions across a variety of financial services disciplines.

• 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 new business opportunities that arise from the day to day management of the account portfolio

• Establish a strong presence and proactive relationship with a select number of retail branches to identify and close immediate and recurring fee opportunities.

• 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.

4. Additional Accountabilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Education and Experience

• 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.

• 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.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will serve and English-speaking clientele frequently.

  • Trust Officer

    1 month ago

    Québec, Quebec, Canada Scotiabank Full time

    Job Title: Trust OfficerScotiabank is seeking a highly skilled and experienced Trust Officer to join our team. As a Trust Officer, you will be responsible for providing exceptional client service and support to high net worth clients and beneficiaries.Key Responsibilities:Provide proactive and personalized client service to high net worth clients and...

  • Trust Officer

    1 month ago

    Québec, Quebec, Canada Scotiabank Full time

    Job Title: Trust OfficerScotiabank is seeking a highly skilled and experienced Trust Officer to join our team. As a Trust Officer, you will be responsible for providing exceptional client service and support to high net worth clients and beneficiaries.Key Responsibilities:Provide proactive and personalized client service to high net worth clients and...

  • Trust Officer

    4 weeks ago

    Québec, Quebec, Canada Scotiabank Full time

    Job Title: Trust OfficerAt Scotiabank, we are seeking a highly skilled and experienced Trust Officer to join our team. As a key member of our Wealth Management group, you will be responsible for providing exceptional client service and support to high net worth individuals and their families.Key Responsibilities:Manage and administer client relationships,...

  • Trust Officer

    1 month ago

    Québec, Quebec, Canada Scotiabank Full time

    Job Title: Trust OfficerScotiabank is seeking a highly skilled and experienced Trust Officer to join our Scotia Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and support to high net worth clients and beneficiaries.Key Responsibilities:Provide proactive and personalized client service to...

  • Trust Officer

    1 month ago

    Québec, Quebec, Canada Scotiabank Full time

    Job Title: Trust OfficerScotiabank is seeking a highly skilled and experienced Trust Officer to join our Scotia Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and support to high net worth clients and beneficiaries.Key Responsibilities:Provide proactive and personalized client service to...

  • Trust Officer

    2 months ago

    Quebec City, Canada Scotiabank Full time

    Requisition ID: 202724 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** As a 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...

  • Professional Trust Manager

    5 days ago

    Québec, Quebec, Canada Scotiabank Full time

    Job SummaryThe Trust Officer will be responsible for managing client relationships and administering trust accounts in accordance with Scotia Wealth Management's policies and procedures.Key ResponsibilitiesManage day-to-day trust account administration, including account opening, maintenance, and closure.Provide exceptional client service and build strong...

  • Trust & Safety Analyst

    5 months ago

    Québec, Canada Mavtek Full time

    MavTek is proud to be an equal opportunity workplace dedicated to hiring and nurturing a diverse workforce._ **We’re looking for a Trust & Safety Analyst to join our established, well-structured, and fun team. It might be you.** As a Trust & Safety Analyst, you are focused on community and content safeguards, to protect our business and customer base...

  • Corporate Office

    14 hours ago

    Dominion City, Canada Canada Post Full time

    h3>Job Title: Postmaster - Corporate Provided Premises (Grade Office) - Dominion City (MB)Location: Dominion City, MB, CAEmployment Type: Full-TimeJob ID: 185952Job Requisition Id: 185952Business Function: RetailPrimary City: Dominion CityProvince: PermanentLanguage Requirement: English EssentialEmployee Class and Level: RVSGB40 - Level 4Working Hours: 40...

  • Post Office Assistant

    5 months ago

    Québec, Canada Canada Post - Postes Canada Full time

    Job Requisition Id: 172279 Business Function: Retail Primary City: Saint-Roch-de-Mékinac Other Location(s):Grandes-Piles, Hérouxville, Lac-à-la-Tortue, Saint-Jean-des-Piles Province: Quebec Employment Type: On Call Employment Status: Temporary Language Requirement: French Essential Employee Class and Level: RVSGA10 - Level 1 Working Hours: ON CALL Number...

  • Post Office Assistant

    5 months ago

    Québec, Canada Canada Post - Postes Canada Full time

    Job Requisition Id: 172021 Business Function: Retail Primary City: Gaspé Other Location(s):L'Anse-à-Valleau, Cloridorme, Rivière-au-Renard, Cap-des-Rosiers, Forillon, Petit-Cap, L'Échouerie, Province: Quebec Employment Type: On Call Employment Status: Temporary Language Requirement: French Essential Employee Class and Level: RVSGD11 - Level 1 Working...

  • Post Office Assistant

    2 weeks ago

    White City, Canada Canada Post - Postes Canada Full time

    Job Requisition Id: 186360 Business Function: Retail Primary City: White City Province: Saskatchewan Employment Type: Part-Time Employment Status: Permanent Language Requirement: English Essential Employee Class and Level: RVSGD11 - Level 1 Working Hours: 5 **Salary**: $18.44/hr Job Closing Date (MM/DD/YYYY): 11/14/2024 If you have ambition, talent and...

  • Post Office Assistant

    5 months ago

    Québec, Canada Canada Post - Postes Canada Full time

    Job Requisition Id: 167164 Business Function: Retail Primary City: Rivière Pentecôte Other Location(s): Province: Quebec Employment Type: On Call Employment Status: Temporary Language Requirement: French Essential Employee Class and Level: RVSGA10 - Level 1 Working Hours: On call Number of Vacancies: 1 **Salary**: 18.44 per hour If you have ambition,...

  • Post Office Assistant

    6 months ago

    Québec, Canada Canada Post - Postes Canada Full time

    Job Requisition Id: 180772 Business Function: Retail Primary City: Cap-Santé Province: Quebec Employment Type: On Call Employment Status: Term Language Requirement: French Essential Employee Class and Level: RVSGD11 - Level 1 Working Hours: ON CALL Number of Vacancies: 1 **Salary**: $18.44 Job Closing Date (MM/DD/YYYY): 05/28/2024 If you have ambition,...

  • Office Manager

    1 month ago

    Québec, Quebec, Canada EightSix Network Full time

    Job Title: Office ManagerWe are seeking a highly organized and detail-oriented Office Manager to join our team in Montreal. As an Office Manager, you will play a key role in handling various tasks to ensure the smooth operation of our business processes.Responsibilities:HR: Calculate and enter bi-weekly payroll, calculate and remit monthly source deductions,...

  • Office Manager

    1 month ago

    Québec, Quebec, Canada EightSix Network Full time

    Job Title: Office ManagerWe are seeking a highly organized and detail-oriented Office Manager to join our team in Montreal. As an Office Manager, you will play a key role in handling various tasks to ensure the smooth operation of our business processes.Responsibilities:HR: Calculate and enter bi-weekly payroll, calculate and remit monthly source deductions,...

  • Office Manager

    3 weeks ago

    Québec, Quebec, Canada EightSix Network Full time

    Job Title: Office ManagerWe are seeking a highly organized and detail-oriented Office Manager to join our team at EightSix Network. As an Office Manager, you will play a key role in handling various tasks on a regular basis to keep our business processes running smoothly.Responsibilities:HR: Calculate and enter bi-weekly payroll, calculate and remit monthly...

  • Office Manager

    3 weeks ago

    Québec, Quebec, Canada EightSix Network Full time

    Job Title: Office ManagerWe are seeking a highly organized and detail-oriented Office Manager to join our team at EightSix Network. As an Office Manager, you will play a key role in handling various tasks on a regular basis to keep our business processes running smoothly.Responsibilities:HR: Calculate and enter bi-weekly payroll, calculate and remit monthly...

  • Office Administrator

    2 weeks ago

    Québec, Quebec, Canada EightSix Network Full time

    Job Title: Office Manager / Executive AssistantAbout the Role:We are seeking a highly organized and detail-oriented Office Manager / Executive Assistant to join our team near Montreal. The successful candidate will play a key role in handling various administrative tasks, ensuring the smooth operation of our business processes.Key Responsibilities:HR:...

  • Recovery Officer

    5 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 B2COperations - **You may be eligible for 100% remote work, depending upon your proximity to our BMO office locations.** Collaborates in the review and evaluation of delinquent, high risk, or written-off accounts for possible collections opportunities. Understands customer needs and provides...