Job Description - Trust Officer )

Trust Officer -

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Solus Trust Company (STC) is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. STC provides personal estate, trust, and agency services to clients of RJL, its correspondent services clients, as well to clients referred externally via Centers of Influence (COIs) and other financial institutions.

Trust Officer

How does this role impact the organization?

Working within the Trust Services Team, the Trust Officer will report to the AVP, Trust Services. You are a goal-oriented team player capable of managing a book of estate and trust accounts, while serving as a role model to the Trust Administrators on the team.



You will ensure the ongoing delivery of premium service to our partners and their clients while simultaneously building and maintaining robust relationships with your internal RJL and external COI partners.

What will your role be responsible for?

- Responsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency);
- Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns;
- Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where STC has been granted authority;
- Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to

📌 Trust Officer (Vancouver)
🏢 Raymond James Financial
📍 Vancouver