Requisition ID : 186179

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Our Scotiatrust Indigenous Trust team based in Calgary has national reach. We support Indigenous communities across Canada as the custodian, agent, administrative trustee or corporate trustee of their Trusts. Our growing team works in a collaborative, inclusive and relationship-focused way with the communities we serve, internal and external partners and our colleagues, to expertly deliver on our service commitments. At Scotiatrust we believe economic reconciliation begins with respect, accountability, integrity and passion.

As a Senior Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager responsible for supporting the company's strategy and revenue goals by profitably delivering a best in class client experience and presenting the full suite of Scotiatrust's high quality solutions to Indigenous Trust clients of Scotia Wealth Management, in accordance with your clients' needs and expectations and in compliance with policies and procedures. Supporting the Market Lead, you are also involved with identifying and pursuing new business opportunities, both inside and outside Scotia Wealth Management.

You are client-centric and entrepreneurial, with a strong sense of proactivity and effective at building and maintaining deep relationships with clients and partners alike. You are a proven, highly skilled professional with expertise in high complexity trust administration and wealth management.

Through an intimate understanding of clients' goals, needs and circumstances, you are responsible for engaging Scotiabank and Scotia Wealth Management's team of experts as needed, to deliver on total wealth strategies uniquely tailored to our clientele.

Is this role right for you? In this role, you will :

• Fulfil the role of lead relationship manager, acting as the central point of contact for all client needs.
• Lead or participate in review meetings, including those with elected leaders (Chief & Council), community members, investment managers, and other stakeholders.
• Prepare and deliver presentations and proposals to a wide range of audiences and prospects.
• Collaborate effectively and respectfully with Chief & Council, Band administrators, community trustees and other stakeholders.
• Analyze legal, financial and accounting documents to develop action plans, proactively resolve issues and address questions from clients.
• Implement trust management action plans and oversee the activities of direct reports (if any).
• Proactively manage ad hoc and recurring tasks on all accounts in your care.
• Coordinate the preparation of tax filings, financial statements and audits, as required.
• Engage and retain internal and external experts and service providers as appropriate to provide and maintain a high standard of care and quality of service to clients.
• Document discretionary decision-making, always ensuring that appropriate internal consultations are completed.
• Identify and escalate potential improvements to our policies and procedures as they relate to Indigenous Trusts.
• Provide a best in class, proactive and personalized client experience to Indigenous Trust clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
• Build and maintain effective internal and external partnerships, with a view to providing seamless, impactful solutions across a variety of financial services disciplines.
• Responsible for revenue collection and contributing to the branch's profitability by accurately forecasting and overseeing the timely collection of fees, including making recommendations regarding situations that may warrant a non-standard fee agreement.

New Business Development

Risk Management

Additional Accountabilities

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have :

Location(s) : Canada : Alberta : Calgary || Canada : Alberta : Edmonton || Canada : British Columbia : Vancouver || Canada : Saskatchewan : Saskatoon

Scotiabank is a leading bank in the Americas. Guided by our purpose : "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.