Trust Officer at Scotia Wealth Montreal
Scotiabank
Become a Trust Officer at Scotia Wealth Management in Montreal, Quebec, focused on delivering exceptional service to high value clients. This role merges relationship management with business development. As a Trust Officer, you will bring your 3-5 years of experience in wealth management to provide customized services. Your role will involve proactive account administration and collaboration with retail branches to enhance client referral opportunities while ensuring compliance and risk management. 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
- 3-5 years of experience in wealth or trust management
- Professional and university credentials required
- Proven success in managing client relationships
- Solid capability in analysis and communication
- Adaptability to emerging technologies in the field
Vacancy posted 7 days ago
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