- Role: Trust Officer
- Location: Quebec City, QC
- Company: Scotiabank
- Salary: Not Disclosed
- Qualifications: Bachelor’s Degree
- Experience: 3-5 Years
- Employment Type: Full Time, Permanent
About Scotiabank:
Scotiabank, a chief economic group in the Americas, is devoted to helping its clients, their households, and their organizations benefit achievement. Guided by our cause, “for every destiny,” we offer a vast variety of offerings, together with personal and commercial enterprise banking, wealth manipulation, personal banking, agency and investment banking, and capital markets. We satisfy ourselves by fostering numerous and inclusive surroundings in which everybody’s competencies and reviews are valued.
Position Overview:
We are trying to find a Trust Officer to join our Scotia Wealth Management team in Quebec City. As a Trust Officer, you will be an important part of our group, delivering first-rate consumer reports and supporting our strategic goals. Your function will incorporate handling customer relationships, figuring out new industrial corporation possibilities, and ensuring compliance with policies and procedures.
Key Responsibilities:
1. Relationship Management & Client Service:
- Client Experience: Provide a proactive and custom-designed client experience to high-internet-definitely worth customers and beneficiaries. Ensure well-timed and correct account administration, even as demonstrating technical records, non-public integrity, and responsiveness to each stated and unspoken customer needs.
- Partnership Building: Establish and hold powerful partnerships both internally and externally. Work to supply seamless and impactful answers for the duration of numerous financial offerings disciplines.
- Profitability Contribution: Assist with the department’s profitability via accurate forecasting and nicely timed rate collection. Make suggestions for non-popular charge agreements while necessary.
2. New Business Development:
- Opportunity Identification: Recognize and pursue new enterprise possibilities that get up from coping with your account portfolio. Develop acquisition strategies and maintain a robust prospect pipeline to strengthen sustainable and worthwhile growth.
- Relationship Establishment: Build a robust presence and proactive relationship with select retail branches to turn out to be aware of and close to immediate and habitual fee possibilities.
3. Risk Management:
- Compliance and Risk Reduction: Limit corporation chance exposure by making sure account management aligns with policies/strategies and audit requirements. Proactively improve problems to the ideal internal oversight businesses as wished.
- Knowledge Maintenance: Stay up to date on legislative, administrative, and monetary troubles affecting account control. Communicate effectively on criminal and financial topics, mainly in estates, trusts, wills, and funding and taxation troubles.
4. Additional Accountabilities:
Customer-Centric Culture: Promote a customer-targeted way of life to deepen consumer relationships and leverage broader Bank relationships, systems, and understanding.
Education and Experience:
- Degree and Accreditation: A university diploma is needed, collectively with expert and/or enterprise accreditation.
- Experience: Minimum of three to five years of straight away-associated experience, with an examined tune document in handling immoderate-internet-nicely well-worth patron relationships.
- Professional Membership: Membership or commitment to participate in CSI and/or STEP is preferred.
- Skills: Demonstrated potential to supply a pleasing-in-beauty customer revel in, manage competing priorities, and construct and maintain deep relationships. Strong interpersonal, verbal verbal exchange, and negotiation talents are important. Experience in exchange management and adapting to technology and reporting platform modifications is also critical.
Benefits:
1. Health and Wellness Benefits:
- Comprehensive Health Insurance: Includes insurance for scientific, dental, and vision care.
- Mental Health Support: Access to counseling services and worker assist programs.
- Wellness Programs: Incentives and packages focused on selling physical and intellectual well-being.
2. Financial Benefits:
- Competitive Salary: Aligned with enterprise requirements for wealth manipulate professionals.
- Bonus Structure: Potential to earn performance-primarily based bonuses tied to man or woman and business enterprise achievement.
- Retirement Savings: An organization-matched 401-ok or organization RRSP that will help you prepare for retirement.
- Employee Discounts: Discounts on Scotiabank products, together with mortgages, banking offerings, and funding merchandise.
3. Work-Life Balance:
- Paid Time Off: Generous vacation allowances, together with personal days and holidays.
- Flexible Working Arrangements: Depending on the location, flexible hours and faraway artwork options can be available.
4. Career Development:
- Professional Development Opportunities: Access to schooling, mentorship applications, and educational assistance to enhance your abilties and boost your career.
- Accreditation Support: Scotiabank encourages continued analyzing and helps personnel pursuing industry accreditations which include STEP (Society of Trust and Estate Practitioners) and CSI (Canadian Securities Institute).
5. Inclusive and Supportive Work Environment:
- Diversity and Inclusion Programs: Initiatives and employee beneficial aid corporations focused on promoting variety, equity, and inclusion inside the place of job.
- Corporate Social Responsibility: Opportunities to participate in volunteer applications and make a contribution to network initiatives supported via Scotiabank.
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