Senior Trust Advisor At Solus Trust
Raymond James Financial
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 Team, reporting to the regional AVP. This role focuses on management of estate and trust accounts and driving partnerships with financial advisors and Centers of Influence. Your expertise will help clients navigate their estate planning needs, leveraging our trust solutions.
Key Responsibilities: - Collaborate with the team for best-in-class client service - Deliver comprehensive estate planning and trust advice - Partner with RJL advisors for client meetings - Develop and strengthen HNW client relationships - Conduct skill builds and webinars for education
Requirements: - 3+ years in estate or trust planning required - Experience managing trust accounts preferred - Degree in a related field - Strong analytical and communication skills - Technical knowledge of wealth planning strategies
Bring your expertise in estate management and client relations to Solus Trust Company and make a significant impact.#J-18808-Ljbffr
As a Senior Trust Advisor, you'll be integral to our Estate & Trust Solutions Team, reporting to the regional AVP. This role focuses on management of estate and trust accounts and driving partnerships with financial advisors and Centers of Influence. Your expertise will help clients navigate their estate planning needs, leveraging our trust solutions.
Key Responsibilities: - Collaborate with the team for best-in-class client service - Deliver comprehensive estate planning and trust advice - Partner with RJL advisors for client meetings - Develop and strengthen HNW client relationships - Conduct skill builds and webinars for education
Requirements: - 3+ years in estate or trust planning required - Experience managing trust accounts preferred - Degree in a related field - Strong analytical and communication skills - Technical knowledge of wealth planning strategies
Bring your expertise in estate management and client relations to Solus Trust Company and make a significant impact.#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Trust Advisor At Solus Trust in Winnipeg, MB vacancy
$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, MB1 hour ago$105k - $125k per year
Job Description - Senior Trust Officer (2600650) Senior Trust Officer - 2600650 At Raymond... ..., we deliver, and we improve together Solus Trust Company (ST) is an affiliate company... ...including lawyers, accountants, financial advisors with a goal of enhancing their knowledge...SeniorFlexible hoursRaymond James Financial
Winnipeg, MB58 minutes ago$70k - $150k per year
...the proactive delivery of holistic advice and customized wealth, trust, and estate solutions.Applies specialized expertise to strengthen... ...specialized trust and estate expertise to clients, professional advisors, and internal partners, including initial opportunity assessment,...SuggestedLong term contractContract workPart timeImmediate startBMO Financial Group
Winnipeg, MB1 hour ago- Elevate your career as a Senior Trust Officer at Solus Trust Company in Vancouver, BC. Leverage your expertise in managing estate and trust accounts... ...Build strategic partnerships with lawyers, accountants, and advisors • Administer intricate estate and trust accounts accurately...Senior
Raymond James Ltd.
Winnipeg, MB1 hour ago - ...We are seeking a Senior Construction Advisor or Contract Administrator to join our Winnipeg-based Water team. This is an opportunity for a seasoned... ...to lead complex construction scopes and bring practical, trusted guidance to clients, contractors, and project teams. You...SeniorContract workFor contractors
- Advise affluent clients through trust, estate, and wealth solutions at BMO Financial Group. Build relationships while delivering holistic, customized advice.As a Trust and Estate Advisor, you will manage prospective and existing client relationships through advisory-based sales...
BMO
Winnipeg, MB1 hour ago - Trust and estate expertise drives this advisory-based Wealth Advisor position at BMO, serving affluent and high-net-worth clients at 595 Burrard Street.The Trust and Estate Advisor builds relationships and grows a portfolio through holistic, customized wealth solutions. This...
Bank of Montreal
Winnipeg, MB1 hour ago - Advise affluent clients through trust, estate, and wealth solutions at BMO in Edmonton, using specialized expertise and relationship management.As a Trust and Estate Advisor, you will deliver holistic advice to affluent and high-net-worth individuals, families, business owners...
BMO Financial Group
Winnipeg, MB1 hour 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, MB54 minutes ago - ...Kyndryl Canada in Toronto is seeking a Customer Technology Advisor focused on Identity, Privileged Access Management (PAM), and Zero Trust. This role emphasizes building executive relationships and shaping security roadmaps aligned with business goals. The candidate will...Remote work
Kyndryl Canada
Winnipeg, MB1 hour ago - Kyndryl is seeking a Customer Technology Advisor specializing in Identity, PAM, and Zero Trust. You will build executive relationships, shape security strategies... ...for Canadian clients. You will engage CIOs and senior leaders to shape roadmaps, identify transformation opportunities...Senior
Kyndryl Inc.
Winnipeg, MB1 hour ago - Role Overview North Horizon is seeking a Manager/Senior Manager, Trust Administration to support the oversight of trust and estate structures... ...term wealth preservation objectives. The role will act as a key advisor to senior leadership, supporting decision-making on trust-...SeniorLong term contract
North Horizon Holdings Inc.
Winnipeg, MB1 hour ago - ...through the entire journey. You will advise on HashiCorp solutions, deliver demos, and shape technical and business outcomes with a trusted advisory approach. You will work across DevOps, cloud, security, and IT operations while traveling as required to engage with large enterprise...
International Business Machines Corporation
Winnipeg, MB1 hour ago - ...thinking, analytics, and commercial acumen in a hybrid Toronto role. Lead partnerships supporting brand and business priorities. As Senior Advisor, Brand Sponsorships, you will manage provincial and national sponsorship investments within a complex organization. You will...Senior
- ...Connectivity Practice is helping organizations build trust, resilience, and security in an... .... We are seeking a Customer Technology Advisor specializing in Identity, Privileged Access... ...CIOs, CISOs, Chief Risk Officers, and senior business leaders to shape security roadmaps...SeniorLong term contractFlexible hours
Kyndryl
Winnipeg, MB1 hour 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, MB1 hour 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, MB1 hour 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, MB1 hour ago $120k - $215k per year
...Family Group: Wealth Sales & Service BMO Trust Company is a leading provider of trust, estate... ...transfer wealth across generations. The Senior Director, Business Transformation, Trust... ...opportunities to grow business Acts as a trusted advisor to senior leaders for making business...SeniorPart timeBank of Montreal
Winnipeg, MB59 minutes ago- ...build the future of inclusive finance through cutting-edge technology and customer-centric solutions. OverviewAs a Senior Backend Engineer on the Trust Platform team, you'll play a pivotal role in shaping the systems that safeguard and personalize our financial products....SeniorLong term contractTemporary workWork at officeImmediate startRemote workFlexible hours
Credit Genie
Winnipeg, MB1 hour ago - ...Accountant to join our Tax & Finance team. This role covers corporate, partnership, and trust tax compliance across a large real estate-oriented portfolio, coordinating with external advisors and CRA, and providing practical tax guidance across the organization. You will...Senior
Onni Group of Companies
Winnipeg, MB1 hour ago $120k - $215k per year
...WestJob Family Group:Customer SolutionsBMO Trust Company is a leading provider of trust,... ...and transfer wealth across generations.The Senior Director, Business Enablement, Trust Co .,... ...met as per requirements.Acts as a trusted advisor to senior leaders for making business decisions...SeniorContract workPart timeBMO Financial Group
Winnipeg, MB1 hour ago- 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, MB1 hour ago $192k - $344.85k per year
...Requisition ID #26WD101490 Position OverviewThe Sr. Director Product & Platform Trust is accountable for shaping how Autodesk product teams build safe and secure products at scale. The Senior Director, Product & Platform Trust will partner closely with product and...SeniorAutodesk
Winnipeg, MB1 hour ago- Direct AI coding agents at Remitly as a Senior Software Engineer building secure, reliable products while working onsite Tuesday through... ...metricsApply full-stack engineering, prompt design, and quality evaluation to build trusted Remitly products with AI coding agents. #J-18808-LjbffrSenior
Remitly Canada Operations, Inc.
Winnipeg, MB1 hour ago - ...TD is seeking a senior legal professional in Toronto to join the Legal Department and help drive strategic priorities while managing risk. You will work with colleagues across TD’s Canadian Personal & Small Business Banking, Wealth, and corporate functions to provide pragmatic...Senior
TD
Winnipeg, MB1 hour ago - ...Insight Canada is seeking a Senior M365 Security Architect to design secure, scalable solutions across Microsoft Purview, Defender, Entra... ...roadmaps, aligning identity, devices, and data protection within a Zero Trust framework. You will lead client engagements, assess...Senior
Insight
Winnipeg, MB1 hour ago - ...WeirFoulds LLP in Toronto is seeking a mid to senior level Litigation Associate to join our thriving Litigation Practice Group. The successful... ...will practice both Commercial Litigation and Estates and Trusts Litigation, handling a broad range of challenging, sophisticated...Senior
WeirFoulds LLP
Winnipeg, MB1 hour ago $165k - $210k per year
...Canada, including matters relating to powers of attorney, estates, trusts, beneficiary designations, joint ownership disputes, capacity and... ...guardianship and other substitute decision-making arrangements, seniors and vulnerable persons.Advise Wealth and Private Trust partners...SeniorTemporary workWork from homeTD
Winnipeg, MB1 hour 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, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Advisor At Solus Trust. Be the first to apply!
Related searches
- program evaluation consultant Winnipeg, MB
- brand consultant Winnipeg, MB
- recrutement conseiller Winnipeg, MB
- consultant biologie Winnipeg, MB
- conseiller aux familles Winnipeg, MB
- consultant rh Winnipeg, MB
- conseiller stratégique Winnipeg, MB
- conseiller principal Winnipeg, MB
- conseiller sst Winnipeg, MB
- consultant scientifique Winnipeg, MB