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Client-Centric Trust Officer Driving Wealth Management Success
Scotiabank
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montreal, Canada
Location
montreal
Posted
June 03, 2026
Commute
Local Area
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This job is in your area. Enjoy a short commute and work close to home.
Job Description
Step into the role of a Trust Officer, where your expertise in Estates & Trusts enhances high net worth client relationships. Proactively deliver exceptional client experiences and identify new business opportunities within a dynamic financial landscape.
As a Trust Officer, you will leverage a robust knowledge of client needs to manage account administration and relationships effectively. Your role also includes building partnerships, engaging with internal teams for a seamless experience, and contributing to profitability through accurate forecasting. Prioritizing risk management through compliance will be a critical aspect of your daily duties.
Key Responsibilities:
β’ Provide personalized client service to high net worth clients
β’ Build effective partnerships within and outside the organization
β’ Identify and pursue new business opportunities
β’ Manage risk exposure through compliance and documentation
β’ Navigate complex estates,...
As a Trust Officer, you will leverage a robust knowledge of client needs to manage account administration and relationships effectively. Your role also includes building partnerships, engaging with internal teams for a seamless experience, and contributing to profitability through accurate forecasting. Prioritizing risk management through compliance will be a critical aspect of your daily duties.
Key Responsibilities:
β’ Provide personalized client service to high net worth clients
β’ Build effective partnerships within and outside the organization
β’ Identify and pursue new business opportunities
β’ Manage risk exposure through compliance and documentation
β’ Navigate complex estates,...