25 Best Trust and estate officer jobs (Hiring Now!)

Estate and Trust Consultant - Victoria, BC
Scotiabank —Victoria, BC
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…
13h
Trust Associate
Scotiabank —Victoria, BC
Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention. CSC, IFIC, STEP Canada, ICB.
2d
Officer, Supervision
Financial Transactions and Reports Analysis Centre of Canada —Vancouver, BC
Experience collaborating with internal or external stakeholders (e.g. central agencies, government departments, non-governmental organizations, international…
$77,793–$103,361 a year
Judicial Clerk
Government of Alberta —Red Deer, AB
A valid Driver’s License (class 5) and a reliable vehicle are required for travel to circuit Court locations in our regional offices.
$23.14–$28.20 an hour
9d
Trust Officer
Royal Bank of Canada —Calgary, AB
Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities.
Chief Executive Officer
GH Hollow Metal Doors and Frames Industry Corp. —Port Coquitlam, BC
A minimum of 3-5 year senior management experience in manufacturing, construction or real estate development company. Job Type: Full-time Permanent.
$65 an hour
Quick apply
Financial Service Representative
StellerVista Credit Union —Castlegar, BC
You will support the promotion and sales of credit union deposit and lending products and services to non-portfolioed members including completing the sale of…
$29.42–$34.83 an hour
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Associate Trust Officer, Scotiatrust - Montreal, QC
Scotiabank —Montréal, QC
Review all account entriesand cash positions daily, taking remedial action where required. As PRM you will utilize the Financial Planning process to develop an…
7d
Director & Trust Officer
BMO Financial Group —Calgary, AB
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$68,000–$126,000 a year
Payment Officer – Client Secondment Position
Canacre —Toronto, ON
The successful candidate will have a unique opportunity to work directly with our client in their office and will be responsible for invoice processing, coding,…
Quick apply
Senior Trust Officer
Royal Bank of Canada —Winnipeg, MB
Be part of a mentorship program to help employees discover and develop their career paths. By leveraging cross-selling opportunities, you will manage and…
Senior Trust Officer/Trust Officer
Royal Bank of Canada —Vancouver, BC
By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence.
$62,000–$110,000 a year
9d
Marketing Coordinator (Branding & Communications)
Centurion Asset Management —Toronto, ON
Reporting to the Manager of Branding & Communications, the Marketing Coordinator is responsible for the professional development and implementation of all…
Quick apply
2d
Corporate Paralegal
Linmac LLP —Vancouver, BC
File management including organizing, scanning, filing, and electronic filing of documentation. Assist the firm’s tax law and business law teams with…
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9d
Energy Management - Director, Energy Management
InterRent REIT —Oakville, ON
Knowledge of energy management program development and implementation. Certified Energy Manager (CEM) designation required or ability to obtain certification.
Quick apply
Vice President, Institutional Sales
Centurion Asset Management —Toronto, ON
Bachelor’s degree in business, finance or related field; an MBA considered an asset. Work closely with our marketing team to develop effective marketing…
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4h
Senior Officer, Estates Trusts
BC Cancer Foundation —Vancouver, BC
Proactive outreach and engagement with the GPA community to build awareness and engage them with the Foundation, supporting enquiries from both donors and…
$87,500 a year
Trust Officer
BMO Financial Group —Vancouver, BC
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$68,000–$126,000 a year
Associate Director, Sales
Centurion Asset Management —Toronto, ON
Respond to inquiries and requests or redirect calls as needed. Post-secondary degree or diploma in business or related field;
Quick apply
4h
Administrator, Regional Support
Royal Bank of Canada —Montréal, QC
Scan, sort, and organize incoming mail to respective teams within 24 hours of receipt. Assist, as needed, with incoming business requests and special projects…
5d
Associate Tax Officer, Scotiatrust, Wealth Management
Scotiabank —Toronto, ON
To and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct…
8d
Bookkeeper, Regulatory Services, Professional Regulation (Hybrid, Toronto)
Law Society of Ontario —Toronto, ON
Works closely with Trustee Services staff in the administration of Trusteeships informal practice wind-up matters, and the Unclaimed Trust Fund, including:…
Tax Officer
CIBC —Toronto, ON
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit…
8d
Directeur Associé, Ventes/Associate Director, Sales
Centurion Asset Management —Montréal, QC
Soutenir le grossiste dans la gestion de sa base existante de courtiers et de conseillers, en traitant de manière professionnelle les demandes et les requêtes…
Quick apply
4h
Trust Administrator (12-month fixed term contract)
Royal Bank of Canada —Ottawa, ON
Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer. Promptly respond to client calls in the absence of the…
2d

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Estate and Trust Consultant - Victoria, BC

Scotiabank Victoria, BC

Apply Now

Job details

Permanent 13 hours ago

Skills

Law
Post-secondary education
High school diploma or GED
Chartered Professional Accountant
Communication skills

Full job description

Requisition ID: 211942

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

As the Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team and the team of specialists within Canadian Wealth Management, providing clients with a premium estate planning experience. As part of an innovative team-based approach to wealth management, you will work to deepen and strengthen client relationships by providing clients with customized, needs-driven solutions and critical estate planning insights that enhance their Total Wealth plans. As the primary source of business development for the trust company responsible for generating both immediate fee revenue and deferred fee revenue, you will collaborate with advisors and other colleagues to identify opportunities to create value, as well as foster external partnerships to promote Scotiatrust’s capabilities and support new client acquisition for the organization.

Is this role right for you? Your role:

Develops and onboards new business to Scotiatrust by:

Partnering with Scotiabank & Scotia Wealth Management advisors to meet with high net worth (HNW) clients and prospects, creating a positive experience for the client and the advisor, adding value by providing estate and trust solutions by preparing high level estate plans and highlighting appropriate estate planning strategies and solutions, as well as other Wealth opportunities;
Driving increased advisor engagement within your defined region through the delivery of educational sessions and one-on-one interactions that help advisors incorporate estate planning and solutions into their client relationships;
Providing recommendations related to estate planning, trusts, philanthropy, and other fiduciary and/or agency solutions, including liaising with the client’s lawyer and other external advisors, where required;
Implementing new solutions that generate a variety of fee structures – both deferred and immediate – that can be one-time and/or annually recurring;
Fostering relationships with Centres of Influence – lawyers, accountants, and other professionals
– to promote the role of the trust company and the value we deliver; and
Maintaining records of each engagement, updating their statuses throughout the lifecycle, and completing all necessary documentation to open accounts and finalize the business.
Delivers estate planning services as part of the Total Wealth offer and planning process by:

Contributing to the development of Total Wealth Plans by reviewing draft plans, providing suggestions, and participating in round table meetings;
Partnering with other specialists, such as Insurance Consultants and members of the Advanced
Planning team, to identify opportunities and develop complementary recommendations;
Supporting advisors in their efforts to address their clients’ Total Wealth needs, either through their planning process or on an ad hoc basis; and
Meeting with HNW clients who may not be interested in Scotiatrust solutions to provide “legacy planning” insights, including written recommendations and action plans.
Contributes to Scotiatrust’s commitment to maintain mutually beneficial partnerships through reciprocal activities by:

Collaborating with Trust Officers and Associates to identify beneficiaries who are prospective clients and identifying possible referral destinations;
Facilitating introductions to various partners, both within Wealth Management and in Retail (through Wealth Management Consultants); and
Following up with those partners to determine the outcomes of those introductions.

Manages a block of prospective clients within our Will Bank by:

Proactively reviewing a number of high value will and other appointments to ensure that Scotiatrust remains named in their legal documents;
Engaging in an estate planning discussion to determine if their needs have evolved and if any part of their plan requires updating;
Coordinating a regular, high-level touch point program for all appointments within their region, coaching advisors to address the topic in their regular reviews, and supported by their Regional Estate & Trust Administrator (RETA) and any National Office activities; and
Ensuring that the Will Bank is updated as they determine situations where Scotiatrust is no longer named in the legal documents.

Contributes to the effective functioning of the team by:

Supporting Scotia Wealth offices with technical expertise and staying current on industry developments;
Participating actively in team learning development activities and team performance objectives;
Coaching and mentoring Associate Estate & Trust Consultants;
Actively participating and contributing to touch bases and team meetings;
Encouraging the generation of new ideas and approaches; and
Actively share knowledge and experience to enhance the development of all team members.

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

Directs day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits.

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.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

Background and experience in estates, trusts, or advanced financial planning
In-depth experience dealing with HNW clients and their advisors
In-depth knowledge and technical proficiency related to wealth and estate planning strategies such as insurance, tax, family and charity law, and business succession
Completion of a post-secondary education
Professional accreditation, such as LLB or CA, CPA, would be desirable
TEP designation, or a willingness to obtain, is essential
Strong influencing and communication skills

Location(s): Canada : British Columbia : Victoria

Scotiabank 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, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply Now

Trust and estate officer jobs

Estate and Trust Consultant - Victoria, BC

Trust Associate

Officer, Supervision

Judicial Clerk

Trust Officer

Chief Executive Officer

Financial Service Representative

Associate Trust Officer, Scotiatrust - Montreal, QC

Director & Trust Officer

Payment Officer – Client Secondment Position

Senior Trust Officer

Senior Trust Officer/Trust Officer

Marketing Coordinator (Branding & Communications)

Corporate Paralegal

Energy Management - Director, Energy Management

Vice President, Institutional Sales

Senior Officer, Estates Trusts

Trust Officer

Associate Director, Sales

Administrator, Regional Support

Associate Tax Officer, Scotiatrust, Wealth Management

Bookkeeper, Regulatory Services, Professional Regulation (Hybrid, Toronto)

Tax Officer

Directeur Associé, Ventes/Associate Director, Sales

Trust Administrator (12-month fixed term contract)

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