Elevate your career as a Trust Officer in a hybrid role at an investment firm. Utilize your expertise in financial planning and trust administration to serve clients effectively. This position requires a seasoned qualified with at least five years of experience, tasked with managing various trust funds and developing financial plans.

You will play a critical role in monitoring investments, ensuring compliance with regulations, and negotiating terms for recent securities issues. Key Responsibilities:
Administer charitable and corporate trust funds
Identify and align with clients' financial goals
Analyze financial records and develop plans
Monitor client investments and compliance
Negotiate with corporations on securities Requirements:
Minimum 5 years of relevant experience
Proficiency in MS Office and financial planning
Solid communication skills, both oral and written
Detail-oriented with excellent judgment
Criminal record check required As a Trust Officer, your financial expertise will directly contribute to client success.

📌 Hybrid Trust Officer At Investment Firm Calgary
🏢 Kibbi Technologies
📍 Calgary