Senior Trust Advisor at Solus Trust

Elevate your career as a Senior Trust Advisor with Solus Trust Company in Vancouver, BC. Focus on relationship building, estate planning, and delivering premier trust solutions to clients.

As a Senior Trust Advisor, you will play a crucial role in driving business development strategies within the Estate & Trust Solutions Team at Solus Trust Company. Your experience will be essential for managing a portfolio of estate and trust accounts, ensuring exceptional service delivery to partners and clients. Collaborating with Raymond James Ltd advisors and Centers of Influence will enhance your impact in high-net-worth estate planning.

Key Responsibilities:

• Collaborate with the Estate & Trust team for client support

• Deliver estate and trust advice alongside external advisors

• Strengthen partnerships with HNW clients and advisors

• Conduct presentations to enhance partner knowledge

• Ensure compliance with estate and trust legislation

Requirements:

• Minimum 3 years in estate or trust planning

• Experience with estate, trust, power of attorney accounts

• Strong analytical and interpersonal skills

• University degree in related field

• STEP or MTI designation preferred

Drive growth in estate planning services while empowering clients with effective trust solutions at Solus Trust Company.