Senior Trust Officer, Private Wealth (Vancouver)

TD; Canada; On-site; CAD 96,000 - 137,000; Full time

Job summary

A leading financial institution in Canada is seeking an Executive Trust Officer to manage high net worth client relationships and provide personalized wealth management solutions. Responsibilities include overseeing complex files, facilitating Trust product integration, and collaborating with business partners. The ideal candidate will have an undergraduate degree, over 8 years of relevant experience, professional designations, and strong communication skills. This role offers a competitive salary in a dynamic work environment.

Benefits

Health and wellbeing benefits

Career development opportunities

Competitive benefits plan

Qualifications

• Over 8 years of relevant work experience required.
• Possess a strong understanding of Trust related activities.
• Able to manage complex client needs.

Responsibilities

• Provide ongoing relationship management to clients.
• Handle existing strategic accounts and opportunities.
• Facilitate the integration of Trust products based on client needs.

Skills

Strong communication skills

Ability to work collaboratively

Ability to work independently

Education

Undergraduate degree

Canadian Securities Course (CSC)

Trust and Estate Practitioner (TEP)

Tools

Professional designations such as MBA, CA, LLB, CFA

Job description

A leading financial institution in Canada is seeking an Executive Trust Officer to manage high net worth client relationships and provide personalized wealth management solutions. Responsibilities include overseeing complex files, facilitating Trust product integration, and collaborating with business partners. The ideal candidate will have an undergraduate degree, over 8 years of relevant experience, professional designations, and strong communication skills. This role offers a competitive salary in a dynamic work environment.