Trust Officer, Scotiatrust - Québec, QC

Scotiabank; Quebec; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Trust Officer to join their dedicated team. This role focuses on delivering exceptional client experiences while managing and administering accounts for high-net-worth clients. You will leverage your expertise in estates and trusts to build strong relationships and identify new business opportunities. With a commitment to fostering an inclusive culture, this company values the unique skills of every individual and is dedicated to providing a supportive environment. If you have a passion for client service and a drive for excellence, this position offers an exciting opportunity to contribute to meaningful financial solutions.

Qualifications

• 3-5 years of experience in managing high-net-worth client relationships.
• Professional accreditation and a university degree required.

Responsibilities

• Provide personalized client experiences and manage accounts for high-net-worth clients.
• Identify new business opportunities and develop sustainable growth strategies.

Skills

Client Relationship Management

Communication Skills

Negotiation Skills

Change Management

Technical Knowledge of Estates & Trusts

Education

University Degree

Professional Accreditation

Job description

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Requisition ID: 223711

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

Purpose

As a Trust Officer within Scotia Wealth Management, you will be a trusted relationship manager supporting the company's strategy and revenue goals by delivering a best-in-class client experience tailored to client needs and in compliance with policies and procedures. You will also identify and pursue new business opportunities both within and outside Scotia Wealth Management.

You will be client-centric, proactive, and skilled at building and maintaining deep client relationships with detailed technical knowledge of Estates & Trusts. Your primary responsibilities include managing, overseeing, and administering accounts for clients, beneficiaries, and Co-Trustees.

By understanding client goals, needs, and circumstances, you will coordinate with Scotiabank and Scotia Wealth Management’s team of experts to deliver comprehensive wealth strategies.

Key Job Accountabilities

1. Relationship Management & Client Service

• Provide a proactive, personalized client experience to high-net-worth clients and beneficiaries through timely, accurate account administration, technical expertise, integrity, and responsiveness to client needs.
• Build and maintain effective internal and external partnerships to deliver seamless financial solutions.
• Contribute to branch profitability by assisting with accurate forecasting and fee collection, and recommend non-standard fee arrangements when appropriate.

New Business Development

• Identify new business opportunities through account management.
• Establish strong relationships with retail branches to identify and close fee opportunities.
• Develop acquisition strategies and maintain a prospect pipeline for sustainable growth.
• Ensure account administration complies with policies and standards, escalating issues as needed.
• Maintain knowledge of legislative, administrative, and economic issues affecting account management, especially in estates, trusts, wills, and taxation, and communicate effectively with clients and advisors.

Additional Accountabilities

• Champion a customer-focused culture to deepen client relationships and leverage broader bank resources.

Education/Experience

• Professional and/or industry accreditation plus a university degree.
• 3-5 years of relevant experience.
• Successful high-net-worth client relationship management experience.
• Membership or commitment to CSI and/or STEP.
• Proven ability to deliver proactive, best-in-class client service.
• Ability to manage competing priorities effectively.
• Strong interpersonal, communication, negotiation skills, and professionalism.
• Change management skills and adaptability to technology and reporting platform updates.
• Ability to build and maintain deep relationships and partnerships.
• Proven success in achieving financial and business development targets.

Note: Due to a language needs assessment by Scotiabank, the successful candidate must be able to communicate in English and French, as they will serve English-speaking clients frequently.

Location: Canada, Quebec, Quebec

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future." We help our customers, families, and communities succeed through a broad range of financial services, including banking, wealth management, private banking, and investment banking.

We value the unique skills and experiences each individual brings and are committed to creating an inclusive, accessible environment. If you require accommodations during recruitment, please inform our Recruitment team. Candidates must apply online. Only shortlisted candidates will be contacted.