Elevate your career as a Trust Officer with Scotia Wealth Management in Toronto, Ontario. Focus on high net worth clients while leveraging your strong background in Estates & Trusts to enhance client relationships.
In this strategic role, you will be tasked with managing client accounts while providing a proactive, personalized experience. With at least 3-5 years of relevant experience, your mission will be to uncover new business opportunities and ensure seamless service with compliance to policies. Excellent communication skills are essential as you collaborate with clients and internal experts to meet their complex financial needs.
Key Responsibilities:
• Provide best-in-class service and account management
• Build effective internal and external partnerships
• Identify additional business development opportunities
• Ensure compliance and risk management across account administration
• Communicate effectively on a variety of financial matters
Requirements: