Trust Officer (Saskatchewan)

Trust Officer (Saskatchewan)

13 Sep
|
ImpactAlpha
|
Saskatchewan

13 Sep

ImpactAlpha

Saskatchewan

About First Nations Bank of Canada
First Nations Bank of Canada is a federally chartered bank that serves as a leader in the Indigenous financial services sector. With over 91% Indigenous ownership and control, FNBC is primarily focused on providing comprehensive financial services to the Indigenous marketplace across Canada. The bank is headquartered in Saskatoon, Saskatchewan, and has established itself as a significant employer within the region, having been recognized as one of Saskatchewan’s Top Employers. FNBC operates a workforce comprised of more than 63% Indigenous employees distributed across multiple locations throughout Canada. The organization is dedicated to advocating for the growth of the Indigenous economy and advancing the economic well-being of Indigenous peoples. This commitment is reflected in both its corporate structure and operational priorities. FNB Trust, a wholly owned trust company subsidiary of FNBC, specializes in delivering Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust operates with a mission to strengthen the capacity of its customers in alignment with FNBC’s broader objective of fostering long-term economic well-being for Indigenous Peoples. The trust company provides specialized services tailored to the unique governance and fiduciary needs of Indigenous communities and institutions.

About this Role
The Trust Officer role offers a full-time opportunity based out of FNBC’s head office located on the Yellow Quill First Nation’s reserve land in Saskatoon, Saskatchewan. This position is central to delivering high quality, ethical trust client services within FNB Trust operations. As a Trust Officer, you will serve as the primary point of contact for assigned clients and will be responsible for preparing comprehensive client meeting agendas and materials.



You will record minutes in an accurate, efficient and timely manner, ensuring that client relationships are maintained on track and in valuable standing. This role requires close collaboration with the FNB Trust team, including the Trust Legal Officer, Client Operations team, and Senior Trust and Client Operations Officer, as well as support staff from FNBC and FNB Trust. You will be expected to oversee the preparation of trustee and leadership meeting packages, ensure minutes are finalized according to FNB Trust guidelines, and manage the preparation of client presentations, reports, and communications. The position involves maintaining expert knowledge of legislative, administrative and economic issues impacting trust account management, with particular proficiency in trust legal and regulatory frameworks. You will be responsible for proactively ensuring compliance with defined policies and procedures while limiting risk exposure through adherence to audit and internal control standards.

Responsibilities

Act as the central point of contact for assigned clients and travel to various trust-related meetings as needed

Provide best-in-class and compliant client experiences to trustees, leadership, and members

Work closely with the FNB Trust team including the Trust Legal Officer, Client Operations team, and Senior Trust and Client Operations Officer





Oversee the preparation of client trustee and/or leadership meeting agendas and packages

Ensure minutes are taken and finalized in alignment with FNB Trust minute guidelines and templates

Oversee the timely and accurate preparation of client presentations, quarterly and annual reports

Prepare communications to Members and any other correspondence needed for servicing assigned clients

Provide trust-related training to clients including Trustees, Leadership and Membership

Oversee the review and execution of client investment advisor and investment manager contracts

Review and oversee client investment policies

Limit risk exposure by ensuring Trust client services are carried out proactively and in compliance with defined policies and procedures

Maintain compliance with audit and internal control standards

Maintain expert knowledge of legislative, administrative and economic issues impacting account management

Communicate on a broad range of legal and financial issues with clients and their advisors

Abide by FNB Trust’s and FNBC’s policies and procedures related to conflicts of interest, privacy, confidentiality and data management

Participate in intra and inter-departmental meetings as requested

Requirements

Undergraduate degree in business administration

Minimum of 3-5 years of related experience

Advanced level of fluency in using Excel, Word and PowerPoint

Proven success in Indigenous client relationship management

Professional and/or industry accreditation such as CPA, CFA or CIM (preferred but not required)

Preference given to Indigenous peoples who are recognized members or descendants of First Nations, Métis, or Inuit peoples Indigenous to Canada

Benefits

No specific benefits information provided in the job description

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📌 Trust Officer (Saskatchewan)
🏢 ImpactAlpha
📍 Saskatchewan

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