25 Oct
|
Scotiabank
|
Ontario
25 Oct
Scotiabank
Ontario
Serve high net worth clients in London as a Scotiatrust Trust Officer, using Estates and Trusts expertise and proactive relationship management.
Working within Scotia Wealth Management, you will support a Senior Trust Officer and manage daily administration for varied account portfolios. Your work will address client, beneficiary, and Co-Trustee relationships while supporting total wealth strategies. You will also contribute to business development, profitability, and compliant account oversight.
Key Responsibilities: Deliver personalized client experiences through accurate account administration
Support Senior Trust Officer relationships and wealth strategy coordination
Identify new business opportunities and maintain prospect pipelines
Assist revenue collection, forecasting,
and fee recommendations
Escalate issues and maintain compliant account administration
Requirements: Three to five years of directly related experience
Skilled or industry accreditation alongside a university degree
Detailed knowledge of Estates, Trusts, wills, and taxation
High net worth relationship management success
Strong communication, negotiation, and interpersonal skills
Apply Estates and Trusts knowledge, client service, and relationship management skills as Scotiatrust Trust Officer in London.
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📌 Scotiatrust Estate Trust Officer (Ontario)
🏢 Scotiabank
📍 Ontario