Senior Trust Officer In Vancouver
Raymond James Ltd.
Elevate your career as a Senior Trust Officer at Solus Trust Company in Vancouver, BC. Leverage your expertise in managing estate and trust accounts while providing top-tier client service.
In this vital role within the Trust Operations Team, you will report to the Associate Vice-President, ensuring excellent service delivery and fostering strong relationships with both internal and external partners. You will oversee complex estate, trust, and power of attorney accounts while acting as a mentor to junior team members.
Key Responsibilities: - Build strategic partnerships with lawyers, accountants, and advisors - Administer intricate estate and trust accounts accurately - Exercise discretion as per client documents and policies - Collaborate with Compliance and Legal for issue resolution - Participate in audit activities and discretionary decision discussions
Requirements: - Minimum 5 years in estate and trust services - Proven experience with high-net-worth clients - In-depth knowledge of estate and property laws - Excellent communication skills - STEP membership required
Utilize your critical thinking and relationship-building skills to deliver exceptional service at Raymond James.#J-18808-Ljbffr
In this vital role within the Trust Operations Team, you will report to the Associate Vice-President, ensuring excellent service delivery and fostering strong relationships with both internal and external partners. You will oversee complex estate, trust, and power of attorney accounts while acting as a mentor to junior team members.
Key Responsibilities: - Build strategic partnerships with lawyers, accountants, and advisors - Administer intricate estate and trust accounts accurately - Exercise discretion as per client documents and policies - Collaborate with Compliance and Legal for issue resolution - Participate in audit activities and discretionary decision discussions
Requirements: - Minimum 5 years in estate and trust services - Proven experience with high-net-worth clients - In-depth knowledge of estate and property laws - Excellent communication skills - STEP membership required
Utilize your critical thinking and relationship-building skills to deliver exceptional service at Raymond James.#J-18808-Ljbffr
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer In Vancouver in Winnipeg, MB vacancy
$105k - $125k per year
...improve together. Solus Trust Company (ST) is an affiliate company... ...financial institutions. Senior Trust OfficerHow does the role... ...Operations Team the Senior Trust Officer, will report to the Associate... ...ServicesPrimary LocationCA-BC-Vancouver-Vancouver...SeniorFull timeFlexible hoursRaymond James Ltd.
Winnipeg, MB2 hours 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
TD
Winnipeg, MB2 hours ago $80k - $160k per year
...Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides... ...to the client/relationship team. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding...SeniorContract workPart timeShift workBMO
Winnipeg, MB2 hours ago- Solus Trust Company, an affiliate of Raymond James Ltd., seeks a Senior Trust Officer to manage a book of estate and trust accounts, delivering premium service to partners and clients. You will report to the Associate Vice-President, Trust Operations and lead a team to ensure...Senior
Raymond James Financial
Winnipeg, MB2 hours ago - Administer complex estates and trusts as a Trust Officer with strong fiduciary knowledge, analytical skills, and client relationship expertise. Work full-time on-site in West Vancouver, BC.Heritage Trust Company Inc. seeks a Trust Officer, Estates and Trusts, to administer...SuggestedFull time
Heritage Trust
Winnipeg, MB2 hours ago $96.9k - $136.8k per year
...clients manage, preserve, or transfer wealth according to the client's wishes for future generations.Job Responsibilities The Trust Officer opportunity is ideal for a client-focused professional who excels at delivering exceptional service to high-value clients and fostering...Long term contractWork from homeTD
Winnipeg, MB2 hours ago$90k - $145k per year
Summary: This role manages a book of mostly trust accounts, provides fiduciary guidance,... ...internal and external partners (e.G., investment officers, external legal team, tax professional,... ...in trust accounting systems and Microsoft Office Suite Physical DemandsWhile performing...Long term contractTemporary workWork at officeRiverview Bank
Winnipeg, MB1 hour ago- Company DescriptionHeritage Trust Company Inc. is a leading independent trust company in British... ...attorney, committee, escrow, and family office services to clients across the province.... ...a full-time, on-site role based in West Vancouver, BC. This role is responsible for administering...Long term contractFull timeWork at office
Heritage Trust
Winnipeg, MB2 hours ago - ...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 partners to protect and transfer wealth according to client wishes. The role...Senior
TD Bank Group
Winnipeg, MB2 hours ago - ...entities from coast to coast to coast. The Trust Officer, Indigenous Wealth Solutions, is a core... ...needs and concerns. Assist the Senior Trust Officer in building and maintaining... ...Calgary || Canada : British Columbia : Vancouver || Canada : Manitoba : Winnipeg || Canada...SeniorImmediate start
Scotiabank
Winnipeg, MB1 hour ago $66.7k - $88.4k per year
...Architecture49 is seeking a Senior Office Administrator / Executive Leadership Coordinator. Architecture49 (A49) is a growing firm with a... ...than an administrative role. It is an opportunity to become a trusted member of our Prairie Region team, helping create an exceptional...SeniorWork at officeLocal areaRemote workFlexible hours- ...active role in promoting wellness. We believe in what we do—and place trust in our employees to deliver our vision. Working at Alberta... ...leveraging the Microsoft data suite (Dynamics, Power BI, Office 365, Copilot & Teams) to support sales execution is preferred....Work at office
Alberta Blue Cross
Winnipeg, MB2 hours 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...
Scotiabank
Winnipeg, MB2 hours ago - Become a crucial player at Riverview Trust Company, managing trust accounts with a focus on client service and fiduciary guidance. This... ...role emphasizes building strong client relationships. As a Trust Officer, your primary responsibilities will include administering trust...Work at office
Riverview Bank
Winnipeg, MB2 hours ago - BPA in Vancouver is seeking an experienced Mechanical Engineer to help establish our new Vancouver office. You will lead and support mechanical building systems design, mentor team members... ...and direct collaboration with senior leadership as the office grows. Ideal candidates...SeniorWork at office
BPA
Winnipeg, MB2 hours ago - Office management and facilities coordination define this fully office-based role across Marcon’s Langley and Vancouver locations. Support efficient workplaces through vendor relationships and organized operations.Marcon seeks an experienced Office Manager to oversee day-to...Work at office
Marcon Construction
Winnipeg, MB2 hours ago $110k - $135k per year
Job Description - Senior Trust Advisor (2600634) Senior Trust Advisor - 2600634 Solus Trust Company is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking...SeniorLocal areaFlexible hoursRaymond James Financial
Winnipeg, MB2 hours ago- Lead Trust Company operations at BMO Trust Company in Toronto, applying operational risk management and service delivery expertise to support strategic priorities.As Senior Director, Business Enablement, you will oversee business operations, Will Bank operations, employee experience...Senior
BMO Financial Group
Winnipeg, MB2 hours ago - Lead transformative community initiatives as the Chief Operating Officer at the Vancouver Chinatown Foundation. Drive organizational growth with a focus on housing, culture, and economic development. The Vancouver Chinatown Foundation seeks a visionary Chief Operating Officer...
PFM Executive Search
Winnipeg, MB2 hours ago - Lead Hyatt Regency Vancouver’s front office with strong guest service and people management skills in a customer-focused Rooms division role.The Front Office Manager oversees Assistant Front Office Managers, Front Desk Hosts, Guest Service Agents, and Switchboard Operators....
Hyatt
Winnipeg, MB2 hours ago - Role Overview North Horizon is seeking a Manager/Senior Manager, Trust Administration to support the oversight of trust and estate structures and related governance matters. This role will be accountable for ensuring trust arrangements are administered in accordance with...SeniorLong term contract
North Horizon Holdings Inc.
Winnipeg, MB2 hours ago - Elevate your career as a Senior Trust Advisor with Solus Trust Company, part of Raymond James Ltd. Engage in business development and strengthen client relationships while delivering premium service. As a Senior Trust Advisor, you'll be integral to our Estate & Trust Solutions...Senior
Raymond James Financial
Winnipeg, MB2 hours ago $150k - $170k per year
Vancouver Chinatown FoundationChief Operating OfficerThe Vancouver Chinatown Foundation has... ...VCF is looking for a Chief Operating Officer who can help turn an ambitious portfolio... ...the CEO, the COO will be the Foundation’s senior operational leader and a key partner in translating...SeniorPFM Executive Search
Winnipeg, MB2 hours ago$192k - $344.85k per year
...OverviewThe Sr. Director Product & Platform Trust is accountable for shaping how Autodesk... ...build safe and secure products at scale. The Senior Director, Product & Platform Trust will... ...Autodesk teams. Reporting to the Chief Trust Officer, you will influence product and...SeniorAutodesk
Winnipeg, MB2 hours ago- ...technology and customer-centric solutions. OverviewAs a Senior Backend Engineer on the Trust Platform team, you'll play a pivotal role in shaping the... ...culture. Our expectation is that employees are in the office five days a week, allowing for optimal collaboration, inclusivity...SeniorLong term contractTemporary workWork at officeImmediate startRemote workFlexible hours
Credit Genie
Winnipeg, MB2 hours ago - ...and hybrid work opportunities availableWhat You Will DoSupport the Senior Manager FMS Support Services in the planning management and... ...financial management and financial First Nations clients with back-office accounting functions in accordance with service agreements and Financial...SeniorFull timeContract work
- Shape McKesson’s Zero Trust network architecture across cloud, data center, and hybrid environments through secure design and segmentation. Work remotely or hybrid according to business needs.As a senior network systems engineering professional, you will evolve enterprise security...SeniorRemote work
Mckesson Corporation
Winnipeg, MB2 hours ago - Step into a pivotal role as a Senior Treasury Manager at National Bank, focusing on the Creative... ...tailored treasury solutions. Based in Vancouver, you will work closely with diverse... ...skills. Key Responsibilities: • Develop trusted advisory relationships with creative companies...SeniorLong term contractPermanent employmentFull time
Banque Nationale du Canada
Winnipeg, MB2 hours ago - Elevate your career as a Senior Tax Manager with a prominent public accounting firm in Vancouver. This role focuses on Canadian tax compliance, planning, and advisory services... ...engagements • Review corporate, partnership, and trust tax returns • Provide tax planning and strategic...Senior
Aplin
Winnipeg, MB2 hours ago - ...2026. Learn more about why we were selected here. Title: Senior Planner Salary: $91,172 - $107,261 - $123,351 per year (... ...:00 am - 4:00 pm Mon-Fri (core hours 9am-3pm) Location: Vancouver Island Office - Hybrid - 3 days in the office. Travel might be required to...SeniorPermanent employmentFull timeContract workWork at officeMonday to friday
First Nations Health Authority
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer In Vancouver. Be the first to apply!
Related searches
- senior disability case manager Winnipeg, MB
- senior hardware engineer Winnipeg, MB
- senior cook Winnipeg, MB
- amica senior lifestyles Winnipeg, MB
- senior building operator Winnipeg, MB
- senior project manager Winnipeg, MB
- senior communications Winnipeg, MB
- sr. IT support analyst Winnipeg, MB
- senior marketing Winnipeg, MB
- senior manager investigations Winnipeg, MB