Position: Assistant Vice President, Trust Performance & Compliance
Location: Headquartered in Edmonton, AB - Hybrid Arrangement Negotiable

About Peace Hills Trust

Peace Hills Trust is Canada’s largest and oldest First Nations-owned federally regulated financial institution and is also Canada’s only independent trust company. Driven by a vision to fulfill the unique financial needs of the Indigenous community, their sole shareholder, the Samson Cree Nation, incorporated Peace Hills Trust in 1980.

Peace Hills Trust is a full-service, federally-chartered trust company that provides financial services to Indigenous and non-Indigenous communities, businesses, and individuals across Canada. With a network of eight regional offices, the company has $4.43 billion in total combined assets under administration.

Peace Hills Trust’s corporate office is located in Edmonton, with its head office on the Samson Cree Nation in Maskwacis, Alberta. The company is widely respected for its relationship-based approach, community focus, and long-term commitment to the communities it serves.

The Opportunity

Reporting to the Vice President, Trust Services, the Assistant Vice President, Trust Performance & Compliance provides institutional investment advisory services, investment manager oversight, portfolio performance evaluation, and governance support for trust portfolios administered by Peace Hills Trust.

Located in Edmonton, the AVP serves as an investment resource to Indigenous Nations, Chiefs and Councils, trustees, and investment committees, supporting informed decisions aligned with long-term financial objectives, liquidity requirements, trust agreements, and f

The Ideal Candidate

You are an experienced investment professional who combines sound analytical judgment with the ability to build lasting relationships based on trust and respect. You bring confidence and clarity to complex investment,



performance and governance matters, helping clients and trustees make informed decisions. You listen carefully, communicate clearly and approach work with Indigenous Nations with cultural awareness and a commitment to understanding each community’s priorities. Most of all, you recognize that behind every trust portfolio is a responsibility to support the financial well-being of communities today and for generations to come.

Primary Roles and ResponsibilitiesInstitutional Investment Consulting & Portfolio Strategy

- First Nations communities and their trustees and investment committees.
- Investment Manager Research, Selection & Due Diligence
- Investment Performance Measurement & Portfolio Oversight
- Investment Policy Development & Governance
- Institutional Client Advisory & Stakeholder Relations
- Capital Markets Research & Investment Risk Analysis
- Trust Administration, Compliance & Fiduciary Oversight
- Reporting, Process Improvement & Special Projects

QualificationsKnowledge, Skills & Competencies

- Institutional investment management, strategic asset allocation, portfolio construction, and capital markets.
- Manager research, quantitative and qualitative due diligence, and performance evaluation.
- Public equities, fixed income, real estate, infrastructure, and alternative investments.
- Performance measurement, benchmark analysis, and portfolio risk assessment.
- Investment governance, fiduciary responsibilities, trust administration, and investment policy development.
- Financial analysis, research, reporting, presentations,



and transparent communication to diverse stakeholders.
- Independent judgement, attention to detail, organization, and relationship management.

Educational & Professional Qualifications

- Bachelor’s degree in Finance, Accounting, Economics, Commerce, or a related discipline.
- Progress toward or completion of the Chartered Financial Analyst (CFA) Program is a strong asset.
- Education or training in trust and estate administration is an asset.
- Experience in institutional consulting, investment management, manager research, portfolio oversight, or trust administration is preferred.
- Experience serving Indigenous Nations, institutional trustees, or investment committees is an asset.

Key Measures of Success

- Timely, accurate investment performance reporting and manager evaluations.
- Well-supported investment recommendations and effective external manager oversight.
- Investment policy compliance and clear communication of risks, results, and strategy.
- Strong trustee, client, and external provider relationships.
- Continuous improvements in governance, operational controls, and reporting.
- Alignment of recommendations with client objectives and fiduciary requirements.

Compensation

Commensurate with experience, education and qualifications; the details of the compensation package will be discussed with qualified candidates.

Benefits

Peace Hills Trust offers an extensive benefits package, including:

- Health, Dental and Critical Illness Insurance,
- Pay-Direct Drug Insurance, no deductible, portion payable is 100 per cent of covered drugs,
- Group Retirement Savings Plan with employer-matched contributions,
- Life Insurance, Accidental Death, Short- and Long-Term Disability.

NOTE: Only individuals meeting the qualifications outlined will be contacted regarding next steps.

Work Location: In person

📌 AVP Trust Performance and Compliance (Edmonton)
🏢 Peace Hills Trust
📍 Edmonton