13 Oct
|
Raymond James
|
Vancouver
13 Oct
Raymond James
Vancouver
Elevate your career as a Senior Trust Advisor with Solus Trust Company in Vancouver, BC. Focus on relationship building, estate planning, and delivering premier trust solutions to clients.
As a Senior Trust Advisor, you will play a crucial role in driving business development strategies within the Estate & Trust Solutions Team at Solus Trust Company. Your experience will be essential for managing a portfolio of estate and trust accounts, ensuring exceptional service delivery to partners and clients. Collaborating with Raymond James Ltd advisors and Centers of Influence will enhance your impact in high-net-worth estate planning.
Key Responsibilities:
• Collaborate with the Estate & Trust team for client support
• Deliver estate and trust advice alongside external advisors
• Strengthen partnerships with HNW clients and advisors
• Conduct presentations to enhance partner knowledge
• Ensure compliance with estate and trust legislation
Requirements:
• Minimum 3 years in estate or trust planning
• Experience with estate, trust, power of attorney accounts
• Robust analytical and interpersonal skills
• University degree in related field
• STEP or MTI designation preferred
Drive growth in estate planning services while empowering clients with effective trust solutions at Solus Trust Company.
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📌 Senior Trust Advisor at Solus Trust (Vancouver)
🏢 Raymond James
📍 Vancouver