Trust Officer

Scotiabank; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading financial institution seeks a Trust Officer to join their Wealth Management team. This role focuses on delivering exceptional client service to high-net-worth clients, managing accounts, and identifying new business opportunities. The ideal candidate will have strong interpersonal skills, relevant experience, and a commitment to compliance and operational excellence.

Qualifications

• 3-5 years of relevant experience in high-net-worth client management.
• Proven ability to manage competing priorities and deliver exceptional client service.
• Membership or commitment to CSI and/or STEP preferred.

Responsibilities

• Manage day-to-day account administration and client relationships.
• Identify new business opportunities and support revenue collection.
• Collaborate with internal teams to deliver comprehensive wealth strategies.

Skills

Client Service

Interpersonal Skills

Communication

Negotiation

Change Management

Education

University Degree

Professional or Industry Accreditation

Job description

Join a purpose-driven, high-performing team committed to results within an inclusive culture.

As a Trust Officer at Scotia Wealth Management, you will be a trusted relationship manager supporting the company's strategy and revenue goals by delivering an exceptional client experience aligned with clients' needs and in compliance with policies. You will assist in identifying new business opportunities and support a Senior Trust Officer managing a diverse client portfolio. Your role involves managing day-to-day account administration and collaborating with internal teams to deliver comprehensive wealth strategies.

Responsibilities include:

1. Relationship Management & Client Service
2. Providing personalized, proactive service to high-net-worth clients, ensuring accurate account administration and demonstrating technical expertise and integrity.
3. Building effective internal and external partnerships to deliver seamless financial solutions.
4. Assisting with revenue collection, forecasting, and fee management to support branch profitability.

New Business Development

1. Identifying and escalating new business opportunities and establishing relationships with retail branches to generate fee opportunities.
2. Developing acquisition strategies and maintaining a pipeline of prospects for growth.
3. Ensuring account management complies with policies and standards, escalating issues as needed.
4. Maintaining knowledge of relevant legal, administrative, and economic issues, particularly in estates, trusts, wills, and taxation.
5. Promoting a customer-focused culture and leveraging broader bank relationships.
6. Considering risk appetite and culture in daily activities.
7. Fostering effective operations and ensuring compliance with operational, AML, and conduct risk standards.
8. Contributing to an inclusive, high-performance work environment.

Qualifications:

• Proven ability to deliver exceptional client service and manage competing priorities.
• Strong interpersonal, communication, and negotiation skills.
• Experience with change management and technology adoption.
• Ability to build deep relationships and achieve financial targets.
• Professional or industry accreditation, with a university degree.
• 3-5 years of relevant experience, particularly in high-net-worth client management.
• Membership or commitment to CSI and/or STEP preferred.

Scotiabank is committed to diversity and inclusion and provides accommodations for candidates as needed. Only online applications will be considered, and only shortlisted candidates will be contacted.