Trust Officer Role in Montreal
Scotiabank
Join Scotia Wealth Management as a Trust Officer in Montreal, Quebec, focusing on delivering exceptional services to high net worth clients. This position requires a proactive approach in managing client relationships and identifying new business opportunities. In this role, your expertise in account administration will be crucial for maintaining compliance and fostering solid partnerships within the financial services industry.
Your ability to engage and respond to client needs ensures a best‐in‑class experience while contributing to the overall profitability of the branch, leveraging your 3‑5 years of relevant experience and professional accreditations.
Key Responsibilities
- Provide proactive account administration for high net worth clients
- Develop and maintain effective internal and external partnerships
- Scout for new business opportunities to enhance profitability
- Limit risk exposure through compliance and effective issue escalation
- Promote a customer‑oriented culture to deepen relationships
Requirements
- Minimum 3‑5 years in trust or wealth management
- Valid professional accreditation and university degree
- Excellent communication and negotiation abilities
- Proven track record of relationship management
- Strong analytical skills regarding financial and legal matters
Enhance your career and make impactful contributions as a Trust Officer at Scotia Wealth Management in Montreal.
#J-18808-LjbffrVacancy posted 8 days ago
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