Trust Officer

Peace Hills Trust
is Canada’s largest and oldest First Nations-owned federally regulated financial institution and is also Canada’s only independent trust company. Driven by a vision to fulfill the unique financial needs of the Indigenous community, their sole shareholder, the Samson Cree Nation, incorporated Peace Hills Trust in 1980. Peace Hills Trust is a full-service, federally-chartered trust company that provides financial services to Indigenous and non-Indigenous communities, businesses, and individuals across Canada. With a network of eight regional offices, the company has $4.43 billion in total combined assets under administration. Peace Hills Trust’s corporate office is located in Edmonton, with its head office on the Samson Cree Nation in Maskwacis, Alberta. The company is widely respected for its relationship-based approach, community focus, and long-term commitment to the communities it serves. Working in partnership with Businesses, Individuals and Indigenous communities, Peace Hills Trust delivers Trust, Credit and Banking services to meet their unique needs.
$4.43 billion
assets under administration
$3.25 billion
trust assets under administration
1980
year incorporated
Reporting to the Vice President, Trust Services, the Trust Officer manages a portfolio of trust accounts of varying sizes and complexity, providing proactive, personalized service to Indigenous Nations, entities, members and beneficiaries. The position is a core part of the team delivering customized fiduciary, agency and custody solutions across Canada.
Located in Edmonton, the Trust Officer combines accurate account administration with relationship management, risk oversight and support for business development. As a developing subject matter expert in inter vivos trusts, administration, taxation and investments, the Trust Officer helps tailor solutions to each client’s needs and cultural context.
REPORTS TO :Vice President, Trust Services
WORK ARRANGEMENT :In office, with some flexibility;
some travel required
SALARY RANGE :Compensation to be discussed with qualified candidates
The Ideal CandidateYou are a relationship-focused trust professional who combines accurate account administration with a thoughtful, responsive approach to client service. You listen closely, anticipate needs and build lasting relationships through integrity, reliability and respect. You bring sound judgment to trust, financial and governance matters, and are comfortable explaining complex information to clients and their advisers. You approach work with Indigenous Nations with cultural awareness and an understanding of each community’s priorities and protocols. Most of all, you recognize that accurate administration and trusted advice help communities protect and manage their wealth for today and for future generations.
Primary Roles and ResponsibilitiesRelationship Management & Client Service
Manage a portfolio of trust accounts of varying sizes and complexity, providing timely, accurate administration and proactive, personalized service to clients, members and beneficiaries.Build and deepen client relationships through technical knowledge, personal integrity and the ability to recognize and respond to both stated and unstated needs and concerns.Provide tailored solutions that respect each client’s unique circumstances and the cultural nuances of the Indigenous communities served.Assist the VP Trust Services and AVP Trust Performance & Compliance in building effective internal and external partnerships to support coordinated solutions across disciplines.Communicate clearly with clients and their advisers on legal and financial issues affecting their accounts, drawing on knowledge of trusts, investments and taxation.Support Peace Hills Trust’s commitment to reconciliation through action, education and community involvement.Administer accounts proactively and in accordance with defined policies, procedures and audit standards.Assist the AVP, Trust Performance & Compliance with revenue collection, accurate forecasting and the timely collection of fees.Recommend situations that may warrant a non-standard fee agreement, with consideration for client circumstances and the Company’s profitability.Manage competing priorities while maintaining focus on account responsibilities, client service, financial targets and profitability measures.
New Business Development
Identify new business opportunities arising from day-to-day account management and bring them forward to the VP, Trust Services.Assist the Trust Services team in establishing a strong presence and developing proactive relationships through in-person and virtual engagement.Contribute to client acquisition strategies and the maintenance of a robust prospect pipeline that supports sustainable, profitable growth.Draw on broader Company relationships, systems and knowledge to deepen client relationships and identify opportunities to meet additional needs.Limit corporate risk exposure through proactive account administration, compliance with policies and audit standards, and timely escalation of issues to the appropriate internal oversight groups.Maintain detailed knowledge of legislative, administrative and economic issues affecting the management of assigned accounts.Apply the Company’s risk appetite and risk culture in day-to-day activities and decisions.Maintain effective day-to-day business controls to meet obligations relating to operational, compliance, anti-money laundering, anti-terrorist financing, sanctions and conduct risk.Work in accordance with Peace Hills Trust’s Values, Mission, Credo, Code of Conduct, policies and procedures.
Collaboration & Operational Improvement
Champion a client-focused culture and contribute to a high-performing, inclusive work environment.Build and maintain effective relationships and partnerships within the Trust Services team, across the Company and with external stakeholders.Support effective, efficient operations and improvements to service delivery, business processes and controls.Adapt to technology and reporting platform changes that support operational improvements and enhancements to sales management processes.
Qualification sKnowledge of fiduciary relationship management and professional administration, with proficiency in trust administration, investment and taxation matters.Understanding of Indigenous governance, community wealth models, Indigenous trust administration and cultural protocols.Ability to deliver proactive, personalized client service and build deep, productive relationships and partnerships.Strong interpersonal, verbal communication and negotiation skills, supported by professionalism and personal integrity.Ability to manage competing priorities while maintaining focus on key accountabilities and accurate, timely administration.Business planning and development skills, with the ability to work toward financial targets and profitability measures.Sound risk awareness and the ability to apply policies, procedures, audit standards and business controls to daily account management.Strong change management skills and the ability to adopt technology, reporting platforms and process improvements.
Educational & Professional Qualifications
A post-secondary degree, such as a BBA or MBA.Estate & Trust Professional (MTI) and Trust & Estate Practitioner (TEP) designations.Extensive experience in fiduciary relationship management and professional administration, such as law, accounting, Indigenous estates and trusts, or financial services.Extensive experience with Indigenous governance, community wealth models, Indigenous trust administration and cultural protocols.Extensive experience working with Indigenous communities, governments or organizations, including their governance structures, engagement practices and community development models.Extensive experience in business planning and development.A proven record of delivering proactive client service, building effective partnerships and achieving financial and business development targets.Membership in, or a commitment to participate in, NATOA or STEP Canada is desirable.
Key Measures of Success
Timely, accurate account administration and a proactive, personalized client experience.Strong client relationships and solutions that reflect each community’s needs and cultural context.Effective risk management, adherence to policies and audit standards, and timely escalation of issues.Accurate forecasting, timely fee collection and contributions to financial targets and profitability.New business opportunities identified through account management and meaningful contributions to the prospect pipeline.Effective collaboration and adoption of technology and process improvements that strengthen service delivery.
CompensationThe compensation range will be from $105,000 – $130,000 commensurate with experience, education and qualifications and is eligible for a 10% bonus. Details will be discussed with qualified candidates.
Peace Hills Trust offers an extensive benefits package, including:
Health, Dental and Critical Illness Insurance,Pay-Direct Drug Insurance, no deductible, portion payable is 100 percent of covered drugs,Group Retirement Savings Plan with employer-matched contributions,Life Insurance, Accidental Death, Short- and Long-Term Disability.
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