Jobs
>
Toronto

    Senior Trust Officer - Toronto, Canada - Raymond James Ltd.

    Raymond James Ltd.
    Raymond James Ltd. Toronto, Canada

    2 weeks ago

    Default job background
    OTHER
    Description
    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

    Solus Trust Company (ST) is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust, and agency services to clients of RJL, its correspondent services clients as well to clients referred externally via Centers of Influence (COIs) and other financial institutions.

    Senior Trust Officer

    How does the role impact the organization?

    Working within the Trust Operations Team the Senior Trust Officer, will report to the Associate Vice- President, Trust Operations. You are a goal-oriented team player capable of managing a book of estate and trust accounts, while acting as a role model to the Trust Officers and Trust Administrators on the team. You will ensure the ongoing delivery of premium service to our partners and their clients while simultaneously building and maintaining strong relationships with your internal RJL and external COI partners.

    What will your role be responsible for?
    • Build strategic relationship with COIs including lawyers, accountants, financial advisors with a goal of enhancing their knowledge and willingness to work in collaboration with our trust business for the benefit of their HNW clients;
    • Always act in the best interest of the clients to provide the appropriate level of service and guidance to prospective clients and their families on all aspects of account (fiduciary and agent) administration;
    • Provide delivery/oversight of timely, accurate, and professional administration of complex estate, trust, and power of attorney accounts, as well as fee-based estate, trustee, and power of attorney support services;
    • Properly exercise the discretion afforded in the will, trust agreement, or power of attorney documents for clients where ST has been granted authority;
    • Manage account-owned corporations, which may include director's resolutions, shareholders' meetings, coordinating the preparation of financial statements, etc.;
    • Act in accordance with ST policy and procedure and ensure that all new business is reviewed and approved according to policy;
    • Collaborate with Compliance, Operations, Legal, and other related lines of business to resolve system, administrative, risk management, and legal issues pertaining to account administration;
    • Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required;
    • Participate in the review and discussion of discretionary decisions on behalf of ST; and
    • Participate in the creation, modification, and the implementation of policy and procedures where required.


    What can you expect from us?

    Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation, and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and many more We also support internal promotion and community involvement.

    What do we expect from you?
    • Minimum 5 years of estate and trust industry experience;
    • Demonstrated experience in effectively managing estate, trust, and power of attorney accounts is highly desirable and considered an asset for this role;
    • Experience working with HNW clients and their wealth advisors;
    • Exceptional critical thinking and analytical skills to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner;
    • In-depth knowledge of estates, trusts, and powers of attorney for property laws;
    • Possession of a university degree or equivalent;
    • Excellent written and verbal communication skills; and
    • Intra-provincial travel may occasionally be


    Licenses/Certifications
    • Membership with the Society of Estate & Trust Practitioners (STEP), TEP designation.


    We encourage our associates at all levels to:
    • Grow professionally and inspire others to do the same;
    • Work with and through others to achieve desired outcomes;
    • Make prompt, pragmatic choices and act with the client in mind;
    • Take ownership and hold themselves and others accountable for delivering results that matter; and
    • Contribute to the continuous evolution of the firm


    At Raymond James, we honor, value, respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic self, our organization, clients, and communities thrive. It is part of our people-first culture. Our company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

    Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

    Salary Range: BC (based on Education, Work Experience, etc) $90,000-110,000 in addition to competitive performance bonuses/incentives.
  • CIBC

    Trust Officer

    1 day ago

    CIBC Toronto, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • Royal Bank of Canada

    Associate Trust Officer/trust Officer

    2 weeks ago

    Royal Bank of Canada Toronto, Canada

    **Job Summary** · **What is the opportunity?** · As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the ...

  • Cassels Brock & Blackwell LLP

    Trust Officer

    2 weeks ago

    Cassels Brock & Blackwell LLP Toronto, Canada

    Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada's most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market ...

  • Royal Bank of Canada

    Associate Trust Officer/trust Officer

    1 week ago

    Royal Bank of Canada Toronto, Canada

    **Job Summary** · **What is the opportunity?** · As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the ...

  • CIBC

    Trust Officer

    2 weeks ago

    CIBC Toronto, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Cassels Brock & Blackwell LLP

    Trust Officer

    1 week ago

    Cassels Brock & Blackwell LLP Toronto, Canada

    **About Us**: · Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada's most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, nationa ...

  • Scotiabank

    Trust Officer

    3 days ago

    Scotiabank Toronto, Canada

    Requisition ID: 172351 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · As a Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the compa ...

  • CIBC

    Trust Officer

    22 hours ago

    CIBC Toronto, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • Royal Bank of Canada

    Trust Officer

    3 days ago

    Royal Bank of Canada Toronto, Canada

    **Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...

  • Legacy Private Trust

    Trust Officer

    3 days ago

    Legacy Private Trust Toronto, Canada

    **Position Overview**: · **Requirements**: · - University degree or equivalent industry experience; · - Noteworthy estate and/or trust experience and knowledge of fiduciary responsibilities; · - Substantial experience in financial or trust services involving thorough knowledge of ...

  • CIBC

    Executive Trust Officer

    2 weeks ago

    CIBC Toronto, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • CIBC

    Senior Trust Officer

    2 days ago

    CIBC Toronto, Canada Temps plein

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...

  • SGGG Fund Services Inc

    Trust Banking Officer

    2 weeks ago

    SGGG Fund Services Inc Toronto, Canada

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Unitholder Recordkeeping (URK) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is a ...

  • Scotiabank

    St Trust Officer

    3 weeks ago

    Scotiabank Toronto, Canada

    Requisition ID: 173561 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Position: Trust Officer, Scotiatrust, Scotia Wealth Management · **Purpose** · As a Trust Officer working in a Scotia Wealth Management office, you ar ...

  • Scotiabank

    St Trust Officer

    3 weeks ago

    Scotiabank Toronto, Canada

    Requisition ID: 197000 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a **Trust Officer** working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's s ...

  • MD Financial Management

    Regional Trust Officer

    2 weeks ago

    MD Financial Management Toronto, Canada

    Requisition ID: 181085 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Come join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Trust Officer's primary respo ...

  • Computershare

    Associate Trust Officer

    2 weeks ago

    Computershare Toronto, Canada

    **Location: Hybrid - CA - Toronto ON** · **We give you a world of potential** · We have a unique opportunity for someone to contribute their talents and strengths as an**_ Associate Trust Officer Intern _**_at our_**_ _**Toronto **_office. _ · Computershare (ASX: CPU) is a global ...

  • Computershare

    Corporate Trust Officer

    3 weeks ago

    Computershare Toronto, Canada

    **Location**:Canada - commutable to the Toronto ON office** · **We give you a world of potential** · We have a unique opportunity for someone to contribute their talents and strengths as a **_Corporate Trust Officer _**_at our _**_Toronto _**_office._ _ · Computershare (ASX: CPU) ...

  • CIBC

    Executive Trust Officer

    1 week ago

    CIBC Toronto, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

  • SGGG Fund Services Inc

    Trust Banking Officer

    2 weeks ago

    SGGG Fund Services Inc Toronto, Canada

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Unitholder Recordkeeping (URK) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is a ...