Job Description

What is the opportunity?As a Trust Advisor, Indigenous Wealth, you will act as a key member of the team to achieve business results by identifying, attracting, growing and retaining Indigenous Wealth clients within a specific region. You will also administer a portfolio of trust accounts, ensuring that fiduciary management is executed in a timely and accurate manner, in accordance with policies and procedures. You will act as the regional expert, providing guidance to existing and prospective clients and their advisors, and by sharing best practices with your partners and team.What will you do?

Ensure trust administration is carried out in accordance with the terms of governing documents, trust law, relevant legislation and relevant policy and department objectives, while taking into account client needs.

Develop and deliver on a business plan and approach within market to attract new business.

Ensure strategic objec...