Job opportunity
Estate and Trust Officer
Scotiabank
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
Clear 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.
#J-18808-Ljbffr
Apply on source site 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
Clear 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.
#J-18808-Ljbffr