Trust Officer

Fnbc

Saskatoon

Hybrid

CAD 92,000 - 133,000

Full time

3 days ago
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Job summary

First Nations Bank of Canada is hiring a Trust Officer. This full-time permanent role focuses on delivering high-quality trust client services, preparing meeting agendas and minutes, and maintaining compliance across client engagements.

The Trust Officer will serve clients across Canada, with remote work options and hybrid opportunities from Saskatoon or Vancouver. Strong Excel/Word/PowerPoint skills and 3–5 years of related experience are preferred.

Qualifications

  • Professional and/or industry accreditation preferred but not required; business administration degree noted.
  • Advanced fluency with Excel, Word and PowerPoint.
  • Minimum of 3-5 years of related experience.

Responsibilities

  • Act as the central point of contact for assigned clients, often traveling to trust-related meetings.
  • Provide best-in-class, compliant client experience to trustees, Leadership and Members.
  • Collaborate with the FNB Trust team and support staff.
  • Oversee preparation of client meeting agendas, packages and accurate minutes.
  • Prepare client presentations, quarterly and annual reports, and communications to Members.
  • Provide trust-related training to Trustees, Leadership and Membership.
  • Review and execute client investment contracts and policies.
  • Limit risk by ensuring services comply with policies and controls.
  • Maintain knowledge of legislative and economic issues impacting accounts.
  • Adhere to privacy, confidentiality, and data management policies.

Education

Business administration degree
CPA/CFA/CIM

Tools

Excel
Word
PowerPoint

Job description

Salary Range: $92,347.00 To $132,980.00 Annually

WE'RE HIRING!
Trust Officer
Full-Time Permanent
About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 91% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 63% Indigenous employees working at locations across Canada.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust strengthens the capacity of its customers, in alignment with FNBC’s mission toward the long-term economic well-being of Indigenous Peoples.

About The Role

The Trust Officer will be responsible for delivering high quality, ethical trust client services. You will prepare client meeting agendas and materials, and record minutes in an accurate, efficient and timely manner, keeping us on track, on time and on good terms with our valued clients.

This full-time permanent position can be remote anywhere in Canada, or a 'hybrid' opportunity based out of our Saskatoon Head Office or Vancouver, British Columbia office. Both locations are situated on First Nations Land.

Here’s What You’ll Be Doing:
  • Act as the central point of contact for your assigned clients often traveling to various trust related meetings
  • Provide a best in class and compliant client experience to trustees, Leadership, and Members
  • Work closely with the FNB Trust team including the Trust Legal Officer, the FNB Trust Client Operations team, the Senior Trust and Client Operations Officer and any FNBC and FNB Trust support staff
  • Oversee the preparation of client trustee and/or Leadership meeting agendas and packages and ensure the minutes are taken and finalized in alignment with FNB Trust minute guidelines and templates
  • Oversee the timely and accurate preparation of client presentations, quarterly and annual reports, communications to Members and any other correspondence needed for servicing your assigned clients
  • Provide trust-related training to clients including Trustees, Leadership and Membership
  • Oversee the review and execution of client investment advisor and investment manager contracts, along with client investment policies
  • Limit risk exposure by ensuring that Trust client services are carried out proactively and in compliance with defined policies/procedures, audit and internal control standards
  • Maintain expert knowledge of legislative, administrative and economic issues that impact the management of your accounts and demonstrate an ability to communicate on a broad range of legal and financial issues with clients and their advisors, with particular proficiency in trust legal and regulatory frameworks
  • Abide by FNB Trust’s and FNBC’s policies and procedures especially related to avoiding conflicts of interest, privacy and confidentiality and data management, filing and naming conventions
  • Participate in intra and inter-departmental meetings as requested
About You:
  • Professional and/or industry accreditation, in addition to a business administration degree, is preferred but not required, such as CPA, CFA or CIM
  • Advanced level of fluency in using Excel, Word and PowerPoint
  • Minimum of 3-5 years of related experience

The posting will remain open until September 25, 2026.

Preference will be given to Indigenous peoples who are recognized members or descendants of First Nations, Métis, or Inuit peoples Indigenous to Canada .

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