Join EQ as a Senior Regional Business Manager, specializing in estate and trust solutions. This hybrid role empowers you to enhance client relationships and drive significant business growth.
As a Senior Regional Business Manager at EQ, you will play a pivotal role by generating business opportunities within the estate and trust sector. You'll leverage your knowledge of fiduciary services to create impactful trust solutions for clients while maintaining vital industry relations. Your proactive engagement with COIs and clients will facilitate exceptional service delivery.
Key Responsibilities:
• Achieve sales targets for estate and trust solutions
• Build and maintain a network of estate professionals




• Conduct presentations on trust solutions to clients
• Encourage referrals by interacting with financial service providers
• Manage client satisfaction and address their needs
Requirements:
• Completion of a law degree preferred
• 7-9 years expertise in estate and trust
• Excellent verbal and written communication
• Understanding of legislative impacts on fiduciary services
• Established relationships within the industry
Channel your business acumen and relationship skills at EQ.
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📌 EQ Trust Senior Regional Manager Role (Toronto)
🏢 Kinvie
📍 Toronto