Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Wealth Trust Officer | Elite Client Service

Bank of Montreal

BMO Trust Company in Canada seeks an experienced professional to provide high quality customer service and expert administration of trust and estate accounts across Canada. You will collaborate with regional teams, manage accounts as liquidator or trustee, assess discretionary actions with the Trustee, ensure compliance, and build strong relationships with clients and internal stakeholders.The role requires 7+ years of relevant experience, a finance-related degree, and fluency in English and
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Trust Officer | Elite Client Service in Winnipeg, MB vacancy
  • $85.5k - $185k per year

     ...Responsibilities Provide high quality customer service to BMO Trust Company customers to deliver an...  ...as part of the solution offered to the client or the relationship management solution....  ...us for personal and commercial banking, wealth management and investment services. As the... 
    Senior
    Private
    Part time

    Bank of Montreal

    Winnipeg, MB
    56 minutes ago
  • TD Bank Group is seeking a seasoned wealth professional in Windsor, Ontario, to manage high-net-worth client relationships within Private Wealth Management. You will develop bespoke advice plans, coordinate with trust and estate services, and collaborate across TD’s wealth... 
    Senior
    Private

    TD Bank Group

    Winnipeg, MB
    58 minutes ago
  • Manage complex trust relationships in Windsor with TD Private Wealth Management, applying estate expertise and client-focused relationship management.As a Trust Officer, you will manage existing and newly referred estate, trust, and agency accounts of varying complexity. You... 
    Senior
    Private

    TD

    Winnipeg, MB
    59 minutes ago
  •  ...culture. PurposeScotiatrust’s Indigenous Wealth Solutions (IWS) team and Centre of...  ...entities from coast to coast to coast. The Trust Officer, Indigenous Wealth Solutions, is a core...  ...to deepening relationships by providing clients with tailored solutions that respect their... 
    Senior
    Private
    Immediate start

    Scotiabank

    Winnipeg, MB
    58 minutes ago
  • Indigenous Wealth Solutions Trust Officer roles are available anywhere in Canada, supporting fiduciary accounts through client service and account administration.At Scotiabank, this developing subject matter expert manages an account portfolio of varying size and complexity... 
    Suggested

    Scotiabank

    Winnipeg, MB
    56 minutes ago
  • National Bank of Canada is seeking a Senior Private Banker to deliver tailored credit and financing strategies for high-net-worth clients, collaborating with National Bank Financial Wealth Advisors to provide an integrated wealth-management experience. You will structure complex... 
    Senior
    Private

    National Bank of Canada

    Winnipeg, MB
    55 minutes ago
  • $105k - $125k per year

    Job Description - Senior Trust Officer (2600650) Senior Trust Officer - 2600650 At Raymond James, we develop, we collaborate, we decide, we...  ...investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth... 
    Senior
    Flexible hours

    Raymond James Financial

    Winnipeg, MB
    55 minutes ago
  • $80k - $160k per year

    Address: 255 Queens Ave, Suite 1900Job Family Group: Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration... 
    Senior
    Contract work
    Part time
    Shift work

    BMO

    Winnipeg, MB
    54 minutes ago
  •  ...providing fully optional tools and services tailored to meet the unique...  ...You Will DoSupport the Senior Manager FMS Support Services in...  ...transfer initiatives that build client capacity in bookkeeping financial...  ...Nations clients with back-office accounting functions in accordance... 
    Senior
    Full time
    Contract work

    First Nations Financial Management Board

    Winnipeg, MB
    3 days ago
  • $43.3k - $56.7k per year

     ...Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $43,300 - $56,700 CAD...  ...details for this role. Job Description: TD Private Wealth Management takes a sophisticated...  ...personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients... 
    Private
    Full time
    Work from home

    TD

    Winnipeg, MB
    8 days ago
  • $66.7k - $88.4k per year

     ...Architecture49 is seeking a Senior Office Administrator / Executive Leadership Coordinator....  ...working on projects across the public and private sectors, throughout the prairies and across...  ...role. It is an opportunity to become a trusted member of our Prairie Region team,... 
    Senior
    Private
    Work at office
    Local area
    Remote work
    Flexible hours

    Architecture49

    Winnipeg, MB
    9 days ago
  •  ...are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and...  ...and use your knowledge of financial services products to help clients with their day-to...  ...real self to work and you live our values - trust, teamwork, and accountability. What CIBC... 
    Hourly pay
    Bank staff
    Flexible hours
    Afternoon shift

    CIBC

    Winnipeg, MB
    3 days ago
  • $110k - $150k per year

     ...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total...  ...person/virtual Multi-Family Office/Outsourced CIO Consulting team...  ...wealth management firms. Client range of net worths: between $...  ...achieving the highest level of client service and results. A high attention... 
    Senior
    Long term contract
    Work at office

    CGC Canaccord Genuity Corp.

    Winnipeg, MB
    3 days ago
  •  ...passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so...  ...You’ll Be Doing As an Analyst in the Client Onboarding & Service team, your primary focus will involve supporting clients within... 
    Full time
    Bank staff
    Remote work
    2 days per week

    CIBC

    Winnipeg, MB
    3 days ago
  • $21.13 per hour

     ...Financial institution Hospitality industry Retail banking Financial services industry Tasks Answer inquiries and provide information to customers Receive payments Answer clients' inquiries and provide information Answer electronic enquiries Type of... 
    Permanent employment
    Full time
    Day shift

    Altis

    Winnipeg, MB
    22 days ago
  • $17.2 - $21.5 per hour

     ...Properties is looking for a full-time Customer Service Representative to join our team! The role...  ...located in Broadstreet Manitoba Regional Office, responding to inquiries related to our...  ...contribution to the team includes: Respond to client inquiries in a professional and timely... 
    Hourly pay
    Full time
    Work at office
    Shift work

    Broadstreet Properties LTD

    Winnipeg, MB
    11 days ago
  • $59k - $97k per year

     ...deploying capital, enables fair, trusted, and functioning social and...  ...owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all...  ...at some of Canada’s top Private companies? Look no further! What... 
    Senior
    Private
    Permanent employment
    Flexible hours

    Deloitte

    Winnipeg, MB
    4 days ago
  • $16.4 per hour

     ...: $16.40/hr The CSR is generally a client’s first point of contact when contacting the...  ...individual requests about the MSAP and related services from the public, in-person, by email,...  ...with other processing, document handling or office activities. Also assists, upon request, in... 
    Hourly pay
    Contract work
    Temporary work
    Work at office

    Staffmax Staffing & Recruiting

    Winnipeg, MB
    14 hours ago
  • $95k - $140k per year

     ...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one...  ...discretionary investment managers, and help clients achieve their unique financial goals while providing exemplary service. As an Wealth Advisor, Employee... 
    Private
    Internship
    Flexible hours

    Connor, Clark & Lunn Private Capital Ltd. (CC&L)

    Winnipeg, MB
    9 days ago
  • $53.9k - $89.8k per year

     ...Investment Solutions team as an Sr Client Support Consultant, Client...  ...in delivering exceptional service to pension plans, institutional...  ...collaborative role, you'll act as a trusted resource for client reporting,...  ..., group retirement services, wealth management, financial services... 
    Senior
    Permanent employment
    Full time
    Part time
    Internship
    Work at office
    Flexible hours

    Canada Life

    Winnipeg, MB
    3 days ago
  •  ...We're looking for an experienced  Account Director / Client Services & Delivery Lead who thrives in a fast-moving agency environment. You'll serve as the primary strategic partner to key clients while leading delivery across multiple accounts, ensuring projects are... 

    Digital

    Winnipeg, MB
    more than 2 months ago
  •  ...committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be...  ...proficiency with Microsoft Office and the ability to quickly learn new...  ...employees. Together, we have earned the trust of our more than four million clients... 
    Work at office

    IA Financial Services Inc.

    Winnipeg, MB
    3 days ago
  • $45k - $54k per year

     ...by providing best-in-class software, services, and expertise that enables them to adapt...  ...professionals across almost 1,000 clients. iQmetrix is a privately held software-as-a-service (SaaS)...  ...working environment, generous vacation and trusted sick leave program.  Invest in your... 
    Permanent employment
    Full time
    Contract work
    Temporary work
    Work at office
    Remote work
    Monday to friday
    Flexible hours
    Afternoon shift

    iQmetrix

    Winnipeg, MB
    24 days ago
  •  ...the opportunity? You are an officer within our Credit Management and...  ...delivering an exceptional client experience by offering financial...  ...about building client loyalty & trust come build a long-term career...  ...Past experience in a customer service role where you provided a... 
    Private
    Long term contract
    Full time
    Local area
    Monday to friday
    Flexible hours
    Shift work

    Royal Bank of Canada

    Winnipeg, MB
    3 days ago
  •  ...Ambassador inside our branches, you will put clients first and find solutions to their...  ...motivation to deliver exceptional customer service and are excited to help clients embrace our...  ...growing, and working together to deliver trusted advice to help our clients thrive and communities... 
    Flexible hours

    Royal Bank of Canada

    Winnipeg, MB
    3 days ago
  •  ...Clearance: Reliability-level security screening Client Service is requires an Administrative Assistants with senior/advanced levels of knowledge and skill sets which...  ...effectively with peers. Experience in working with MS Office (Word and Excel).  Some standing, lifting, and... 
    Senior
    Temporary work
    For contractors
    Work at office

    Staffmax Staffing & Recruiting

    Winnipeg, MB
    9 days ago
  • $19 - $24 per hour

     ...Amp Up Your Career We are seeking a Client Care Coordinator who is ready to join an organization...  ...schedule management. Reporting to the Senior Area Manager, you will act as the first...  ...Schedule: Monday-Friday, 8:30 am-5:00 pm, in-office Benefits Offered: Health & Financial:... 
    Senior
    Full time
    Work at office
    Worldwide
    Monday to friday

    Amplifon Company

    Winnipeg, MB
    1 day ago
  • $65k - $88k per year

     ...by providing best-in-class software, services, and expertise that enables them to adapt...  ...professionals across almost 1,000 clients. iQmetrix is a privately held software-as-a-service (SaaS)...  ...collaborating across teams, we build trusted, long-term partnerships that support... 
    Long term contract
    Full time
    Work at office
    Remote work
    Flexible hours

    iQmetrix

    Winnipeg, MB
    11 days ago
  •  ...manually or electronically Send and receive messages Perform basic bookkeeping tasks Provide general information to clients and the public Order office supplies and maintain inventory Perform data entry Provide customer service To Apply Send Your CV:... 
    Full time
    Work at office

    Canadian Pathway Immigration Services (CPIS) Inc.

    Winnipeg, MB
    3 days ago
  • $16.4 - $18 per hour

     ...messages Perform basic bookkeeping tasks Provide general information to clients and the public Order office supplies and maintain inventory Perform data entry Provide customer service Label, file and retrieve documents Organize and schedule office work... 
    Permanent employment
    Full time
    Work at office
    Remote work

    Canadian Pathway Immigration Services (CPIS) Inc.

    Winnipeg, MB
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Wealth Trust Officer | Elite Client Service. Be the first to apply!