At a Glance
- Tasks: Manage estates and trusts while providing top-notch client service and relationship building.
- Company: Join Scotiabank, a leader in Wealth Management with a focus on client success.
- Benefits: Enjoy competitive pay, comprehensive benefits, and opportunities for professional growth.
- Other info: Dynamic work environment with opportunities across multiple BC locations.
- Why this job: Make a real difference in the lives of high net worth clients through strategic financial solutions.
- Qualifications: Experience in trust and estate management, with strong relationship-building skills.
The predicted salary is between 82800 - 101200 $ per year.
Scotiabank is seeking a Trust Officer in Wealth Management to manage day-to-day estates, trusts, and account administration for client, beneficiary, and Co-Trustee relationships.
You will engage with Scotiabank's team to deliver total wealth strategies, while identifying opportunities and ensuring compliance with policies.
The role emphasizes proactive client service, relationship building, and navigating complex financial matters for high net worth clients across multiple BC locations.
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Senior Trust & Estates Advisor in Kelowna employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
