Senior Trust Officer in North York

Elevate your career as a Senior Trust Officer with profound expertise in Trust and Estate management at our North York office. Collaborate with professionals to optimize client relationships and compliance across all operations.

This role demands seasoned expertise in all aspects of Trust & Estate management, ensuring adherence to compliance and regulatory standards. With 7+ years of experience, you'll contribute significantly as part of the Private Wealth branch, identifying growth opportunities, making impactful presentations, and providing technical support to team members. You will lead innovative strategies that enhance business portfolios while managing critical trust accounts.

Key Responsibilities:

• Provide technical expertise in Trust & Estate management

• Collaborate within the Private Wealth branch

• Oversee new business proposal materials

• Identify opportunities to develop client relationships

• Manage trust and probate accounts as trustee

Requirements:

• 7+ years of relevant experience

• Trust and Estate Practitioner Certification required

• In-depth knowledge of fiduciary laws and regulations

• Bachelor’s degree in Finance preferred

• Strong analytical and problem-solving skills

Showcase your leadership and technical expertise to drive exceptional client service and compliance.
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