Is this role right for you? In this role you will: 1.

Relationship Management & Client Service Provide a best in class, proactive and personalized client experience to high net worth clients andbeneficiaries, exemplified by timely and accurate account administration coupled with demonstratedtechnical expertise, personal integrity and an ability to respond to stated and unstated client needs andconcerns.

Assist the Senior Trust Officer in building and maintaining effective internal and external partnerships,with a view to providing seamless, impactful solutions across a variety of financial services disciplines.

Assist the Senior Trust Officer with revenue collection and contribute to the branchs profitability byassisting with accurate forecasting and the timely collection of fees, including making recommendationsregarding situations that may warrant a non-standard fee agreement. 2.

New Business Development Identify and elevate to the Senior Trust Officer, new business opportunities that arise from the day today management of the account portfolio Assist the Senior Trust Officer in their efforts establish a robust presence and proactive relationship witha select number of retail branches to identify and close immediate and recurring fee opportunities.

Assist the Senior Trust Officer develop acquisition strategies and maintain a robust prospect pipeline, inorder to generate sustainable and profitable growth. 3.

Risk Management Limit corporate risk exposure by ensuring that account administration is carried out proactively and incompliance with defined policies/procedures and audit standards,



including the timely escalation of issues to the appropriate internal oversight groups as required.

Maintain detailed knowledge of legislative, administrative and economic issues that impact themanagement of your accounts and demonstrate an ability to communicate on a broad range of legal and financial issues with clients and their advisors, with particular proficiency in estates, trusts, wills,and investment and taxation matters.

Champions a customer focused culture to deepen client relationships and leverage broader Bankrelationships, systems and knowledge Understand how the Banks risk appetite and risk culture should be considered in day-to-day activitiesand decisions.

Creates an environment in which their team pursues effective and efficient operations of their respectiveareas in accordance with Scotiabanks Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meetobligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Champions a high-performance environment and contributes to an inclusive work environment Do you have the skills that will enable you to success in this role? We''d love to work with you if you have:



Proven ability of consistently delivering a proactive best in class client experience.

Proven ability to manage competing priorities without losing focus on key accountabilities Strong interpersonal, verbal communication and negotiation skills and professionalism.

Strong change management skills and ability to adopt technology and reporting platform changes to supportoperational improvements, sales management process improvements, etc..

Effective at building and maintaining deep relationships and partnerships.

Proven ability to execute against financial and business development targets and profitability measures.

Professional and/or industry accreditation, in addition to a university degree.

Minimum of 3-5 years of directly-related experience.

Proven success in high net worth client relationship management.

Membership or commitment to participate in CSI and/or STEP.

Office Address: Language of work: English Salary range (average shown as per level in Wealth Management, with flexibility depending on skillset and experience): $67,900 to $95,800 annually Health benefits Dental plan Disability benefits Health care plan Paramedical services coverage Vision care benefits Financial benefits Bonus Group insurance benefits Pension plan Registered Retirement Savings Plan (RRSP) Long term benefits Long-term care insurance Maternity and parental benefits Tax-Free Savings Account (TFSA) Other benefits Deferred Profit Sharing Plan (DPSP) Learning/training paid by employer Paid time off (volunteering or personal days) Wellness program

📌 Scotiatrust Trust Officer - London, ON
🏢 Scotiabank
📍 London