Estate and Trust administration expertise defines this Trust Officer role with Scotiatrust across British Columbia’s Okanagan communities. Manage client portfolios and fiduciary responsibilities.

As a Trust Officer, you will oversee Estate, Trust, and Agency accounts while maintaining long-term client relationships. You will apply technical expertise, sound risk judgment, and strong portfolio management skills. The role supports clients and beneficiaries through complex life events while delivering compliant, personalized service.

Key Responsibilities:

- Manage diverse Estate, Trust, and Agency account portfolios
- Build long-term relationships through proactive personalized client service
- Fulfill fiduciary responsibilities under legal and regulatory standards




- Identify relationship-deepening opportunities supporting business growth
- Collaborate on integrated Total Wealth strategies

Requirements:

- Strong client-centric relationship management capabilities
- Organizational, execution, and portfolio management skills
- Sound risk management and decision-making abilities
- Transparent communication, listening, and interpersonal skills
- Essential CETA completion through STEP Canada

Apply Estate and Trust expertise, risk judgment, and relationship management skills as Scotiatrust’s trusted client and portfolio partner.

📌 Estate and Trust Officer (Kelowna)
🏢 Scotiabank
📍 Kelowna