Scotiabank
Montreal Trust Officer at Scotia Wealth
Job Description
Become a Trust Officer with Scotia Wealth Management in Montreal, Quebec, delivering top-tier service to high net worth clients. This role requires a strategic focus on relationship management and business development in a dynamic financial environment.
As a Trust Officer, you will utilize your 3-5 years of experience to provide customized services while driving growth and compliance within the firm. Your role involves not only managing client accounts but also cultivating new business opportunities and ensuring seamless operations across financial service platforms.
Key Responsibilities:
• Administer accounts for high net worth clients proactively
• Collaborate for impactful financial solutions and opportunities
• Establish strong connections with retail branches for referrals
• Manage risks through compliance and monitoring
• Foster a culture focused on deepening client relationships
Requirements:
• 3-5 years of experience in wealth or trust management
•...
As a Trust Officer, you will utilize your 3-5 years of experience to provide customized services while driving growth and compliance within the firm. Your role involves not only managing client accounts but also cultivating new business opportunities and ensuring seamless operations across financial service platforms.
Key Responsibilities:
• Administer accounts for high net worth clients proactively
• Collaborate for impactful financial solutions and opportunities
• Establish strong connections with retail branches for referrals
• Manage risks through compliance and monitoring
• Foster a culture focused on deepening client relationships
Requirements:
• 3-5 years of experience in wealth or trust management
•...