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

Estate and Trust Consultant - Victoria, BC
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Contributing to the development of Total Wealth Plans by reviewing draft plans, providing suggestions, and participating in round table meetings;
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Associate Director, Sales
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Respond to inquiries and requests or redirect calls as needed. Post-secondary degree or diploma in business or related field;
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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…
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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:…
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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…
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Senior Associate – Wills, Estates & Trusts Solicitor
Watson Goepel —Vancouver, BC
We have an immediate opening in our Vancouver office for an experienced, full-time, associate who is interested in joining a firm that can provide the…
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Associate, Private Client
Davies Ward Phillips & Vineberg LLP —Montréal, QC
In return, you will receive strong mentorship and support and gain exposure to high-end work to develop your skills and expertise in this space.
Associate Tax Officer, Scotiatrust - CONTRACT
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…
Manager, Domestic Tax
BDO —Charlottetown, PE
Identify, as well as develop and implement strategies for clients to capitalize on business and tax opportunities. You have completed your CPA designation.
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Avocat·e auprès de la clientèle privée
Davies Ward Phillips & Vineberg LLP —Montréal, QC
Nous sommes à la recherche d’un·e candidat·e ayant de l’expérience dans les domaines des clients privés et des bureaux de gestion de patrimoine et/ou des…
Senior Manager, Domestic Tax
BDO —Toronto, ON
Identify, as well as develop and implement strategies for clients to capitalize on business and tax opportunities.
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
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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.
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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…
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Vice President, Institutional Sales
Centurion Asset Management —Toronto, ON
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Administrator, Regional Support
Royal Bank of Canada —Montréal, QC
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Directeur Associé, Ventes/Associate Director, Sales
Centurion Asset Management —Montréal, QC
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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…
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PIC Portfolio Administrator - St. John's, NL
Scotiabank —St. John's, NL
Fostering and developing a strong, positive team environment, driving employee empowerment, innovation and a high degree of engagement.
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Manager, Regional Support Team
Royal Bank of Canada —Toronto, ON
Directly manages individual employees and is responsible for providing direction, development, coaching, and mentoring. 4 - 7 years of related experience.
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Counsel
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Estate and Trust Consultant - Victoria, BC

Scotiabank Victoria, BC

Apply Now

Job details

Permanent 12 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

Corporate Paralegal

Associate Director, Sales

Associate Tax Officer, Scotiatrust, Wealth Management

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

Tax Officer

Senior Associate – Wills, Estates & Trusts Solicitor

Associate, Private Client

Associate Tax Officer, Scotiatrust - CONTRACT

Manager, Domestic Tax

Avocat·e auprès de la clientèle privée

Senior Manager, Domestic Tax

Judicial Clerk

Director & Trust Officer

Senior Trust Officer/Trust Officer

Marketing Coordinator (Branding & Communications)

Vice President, Institutional Sales

Administrator, Regional Support

Directeur Associé, Ventes/Associate Director, Sales

Trust Administrator (12-month fixed term contract)

PIC Portfolio Administrator - St. John's, NL

Manager, Regional Support Team

Counsel

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