Job Description - Associate Trust Officer )

Associate Trust Officer -

At Raymond James,we develop,we collaborate,we decide,we deliver, andwe improve together

Solus Trust Company (ST) 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. ST 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.

Associate Trust Officer

How does this role impact the organization?

Working within the Trust Services Team, the Associate Trust Officer will report to the Associate Vice-President, 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 strong 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 effective resolution of client and partner inquiries and concerns;
- Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where ST 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

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