Senior Trust & Estates Relationship Advisor

Scotiabank; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading bank in the Americas is seeking a Trust Officer to provide exceptional client service and manage relationships with high net worth clients. The role involves identifying business opportunities, ensuring compliance with policies, and interacting with both French and English-speaking clients. Ideal candidates will have 3–5 years of experience and professional accreditation. This position is located in Montreal, Quebec.

Benefits

Inclusive and accessible work environment

Personal and professional development opportunities

Qualifications

• Minimum of 3–5 years of directly-related experience.
• Proven success in high net worth client relationship management.
• Sufficient knowledge of English for communication.

Responsibilities

• Provide proactive client experience to high net worth clients.
• Identify and develop new business opportunities.
• Manage and oversee account administration.

Skills

Client-centric approach

Relationship management

Proactivity

Technical expertise in Estates & Trusts

Negotiation skills

Education

University degree

Professional accreditation (e.g., CSI, STEP)

Job description

A leading bank in the Americas is seeking a Trust Officer to provide exceptional client service and manage relationships with high net worth clients. The role involves identifying business opportunities, ensuring compliance with policies, and interacting with both French and English-speaking clients. Ideal candidates will have 3–5 years of experience and professional accreditation. This position is located in Montreal, Quebec.