Senior Estate & Trust Advisor for HNW Clients

King Street Associates; Toronto; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Flexible work styles

Health benefits

Tuition reimbursement

Discretionary bonuses

Job summary

A leading investment firm in Toronto is seeking a Senior Trust Advisor to join their Estate & Trust Solutions Team. This role requires a minimum of 3 years' experience in estate and trust planning, while supporting financial advisors and clients. The ideal candidate will excel in managing high-value relationships, deliver exceptional service, and collaborate closely with various stakeholders. The firm offers a competitive compensation package, with health benefits and employee stock options, emphasizing a flexible work environment.

Qualifications

• Minimum 3 years experience in estate, trust, or financial planning.
• Preference for managing estate, trust & power of attorney accounts.
• Experience with High Net Worth clients.

Responsibilities

• Work collaboratively with Senior Trust team to deliver best service.
• Support estate planning and trust advice delivery.
• Build relationships with clients and partners to enhance networking.

Skills

Estate planning strategies

Communication skills

Critical thinking

Interpersonal skills

Analytical skills

Education

University degree in related field

Job description

A leading investment firm in Toronto is seeking a Senior Trust Advisor to join their Estate & Trust Solutions Team. This role requires a minimum of 3 years' experience in estate and trust planning, while supporting financial advisors and clients. The ideal candidate will excel in managing high-value relationships, deliver exceptional service, and collaborate closely with various stakeholders. The firm offers a competitive compensation package, with health benefits and employee stock options, emphasizing a flexible work environment.