Executive Trust Officer

Executive Trust Officer

Requirements

• Undergraduate degree with over 8 years of relevant work experience
• Canadian Securities Course (CSC)
• Trust and Estate Practitioner (TEP) designation
• Strong communication skills with ability work collaboratively and independently

Responsibilities

• Handle existing strategic accounts and opportunities that represent the business segments’ largest accounts and assist with business development
• Facilitate the integration of Trust products by clearly understanding client evolving needs and circumstances
• Work autonomously as the lead as well as closely with business partners to coach, guide and ensure all Trust needs are identified and fulfilled
• Solve problems and may lead others to solve or structure deals that are complex in nature
• Handle client referrals seamlessly between Private Trust to the Wealth Advisor
• Actively manage all other relationships within and across various business lines to ensure controls and alignment with enterprise and regulatory requirements; maintain risk management
• Build comprehensive advice plans for clients through integrated knowledge of the Bank’s other areas and strategy
• Uphold relationship management of the largest and technical client accounts
• Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrative services and partner documentation
• Anticipate, identify and interpret emerging issues, market trends and evolving regulatory requirements to apply this knowledge to serve clients’ needs
• Participate fully as member of the team and provide thought leadership

Preferred Qualifications

• Professional designations such as MBA, CA, LLB, CFA (or other) desirable
• Substantial knowledge in a complex field as well as of broader related areas