Senior Trust Advisor

Raymond James Ltd.; Vancouver; On-site; CAD 110,000 - 135,000; Full time

Benefits offered by this job

Flexible workstyles

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Job summary

Solus Trust Company, an affiliate of Raymond James Ltd., is seeking a Senior Trust Advisor to lead estate and trust solutions for high-net-worth clients. You will collaborate with Raymond James advisors and COIs to grow relationships and deliver premium estate services.

You will manage fiduciary and agency accounts, stay current on trust laws, and drive strategic business development in the local market, reporting to the AVP of Estate & Trust Solutions.

Qualifications

• Minimum 3 years experience in estate, trust, or financial planning.
• Experience working with HNW clients and their wealth advisors is preferred.
• Technical proficiency in wealth planning strategies such as insurance, philanthropy, taxation.
• University degree in related field is required.
• STEP or MTI designation would be an asset.
• Excellent written and verbal communication skills are essential.
• Strong analytical and critical thinking skills for solving complex issues.
• Good interpersonal skills and ability to work under pressure.
• Knowledge of estates, trusts and powers of attorney laws in other provinces is a plus.

Responsibilities

• Collaborate with ST team to deliver best in class service to clients and partners.
• Support estate planning, trust and agency arrangements with clients' lawyers and advisors.
• Partner with RJL advisors to meet with high net-worth clients and prospects.
• Develop relationships with clients, partners and COIs to generate new business.
• Deliver skill-building sessions, presentations and webinars for internal and external partners.
• Support the market business plan in collaboration with regional leadership.
• Maintain knowledge of estate and trust laws and internal policies.
• Ensure compliance with policy and deliver timely, accurate administration of accounts.
• Act in clients' best interests and provide guidance on estate planning aspects.
• Coordinate with Compliance, Operations, Legal on risk and administrative issues.

Skills

Estate planning

Trusts

Wealth planning

HNW clients

Communication skills

Analytical thinking

Interpersonal skills

Travel willingness

Education

University degree

STEP designation

Job description

Solus Trust Company is an affiliate company 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. ST provides personal estate, trust and agency services to clients of Raymond James Ltd, it’s correspondent services clients as well to clients referred externally via Centers of Influence (COIs) and other Financial Institutions.

Senior Trust Advisor

How does the role impact the organization?

Working as a member of our Estate & Trust Solutions Team the Senior Trust Advisor (STA) will report to the regional AVP, Estate & Trust Solutions. The successful candidate will be engaged in business development strategies to drive partnership internally with RJL financial advisors as well as externally with a COI network. You are a goal-oriented team player capable of managing a book of estate and trust accounts. You will ensure the ongoing delivery of premium service to our partners and their clients while simultaneously building and maintaining strong relationships with your internal RJL and external COI partners.

What will your role be responsible for?

• Work collaboratively with all members of the ST team to deliver best in class service and support to our clients, internal partners, and external stakeholders;
• Support the delivery of ST estate planning, trust, and estate advice including collaborating with clients’ lawyers and other external advisors to ensure the timely execution of wills, trust deeds and agency agreements;
• Partner with RJL advisors to meet with their HNW clients and prospects, demonstrating the value of our holistic wealth offering and identifying opportunities to assist clients with their estate planning needs through the use of our trust solutions;
• Develop and strengthen relationships and build new relationships with clients, partners, COIs, with the goal of enhancing networking opportunities and new business engagement for ST;
• Conduct skill builds, presentations, webinars to enhance the knowledge and understanding of the estate and trust offering to our internal and external partners for the local market;
• Support the advancement of the market business plan and work in close collaboration with the regional AVP, Estate & Trust Solutions to meet the regional business plan goals;
• Maintain up-to-date knowledge and understanding of estate and trust laws, common law and other relevant legislation, case law, and internal policies and procedures;
• Act in accordance with ST policy & procedure and ensures all new business is reviewed and approved according to policy;
• Always act in the best interest of the clients to provide the appropriate level of service and guidance to prospective clients and their families on all aspects of estate planning;
• Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency);
• Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to account administration; and
• Other duties and projects assiged.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

• Minimum 3 years experience in estate, trust, or financial planning;
• Preference given to experience managing estate, trust & power of attorney accounts;
• Experience working with HNW clients and their wealth advisors;
• Technical proficiency related to wealth planning strategies such as insurance, philanthropy, taxation;
• University degree in related field;
• STEP or MTI designation would be an asset;
• Excellent written and verbal communication skills;
• Exceptional critical thinking and analytical skills so as to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner;
• Strong interpersonal skills and ability to work well under pressure;
• General knowledge of other province’s estates, trusts and powers of attorney for property laws; and
• Intra-provincial travel may occasionally be

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range:

$110,000-135,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Solus Trust Company, we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic self, our organization, clients, and communities thrive. It is part of our people-first culture. Our company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

We demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Job

Trust Services

Primary Location

CA-BC-Vancouver-Vancouver

Other Locations

CA-BC-Victoria-Victoria

Organization

Raymond James Trust Company Corp

Schedule

Full-time

Status

Permanent Full-Time