Job Description
Become a Trust Officer at Scotia Wealth Management in Toronto, Ontario, dedicated to providing unparalleled service to high net worth clients. Your expertise in Estates & Trusts will enable you to foster strong, lasting client relationships.
This role requires a proactive relationship manager with a minimum of 3-5 years in the industry. You will manage client accounts and contribute to new business development while ensuring compliance and effective administration. Your knowledge of financial and legislative issues will help communicate effectively with clients, enhancing their experience and addressing their needs swiftly.
Key Responsibilities:
• Deliver personalized and proactive client service
• Manage day-to-day client account operations
• Identify and pursue new business opportunities
• Build partnerships for seamless service delivery
• Stay informed on legal and financial issues affecting accounts
Requirements:
• Degree and professional accreditation in...
This role requires a proactive relationship manager with a minimum of 3-5 years in the industry. You will manage client accounts and contribute to new business development while ensuring compliance and effective administration. Your knowledge of financial and legislative issues will help communicate effectively with clients, enhancing their experience and addressing their needs swiftly.
Key Responsibilities:
• Deliver personalized and proactive client service
• Manage day-to-day client account operations
• Identify and pursue new business opportunities
• Build partnerships for seamless service delivery
• Stay informed on legal and financial issues affecting accounts
Requirements:
• Degree and professional accreditation in...
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