Location and Compensation

Work Location: Burlington, Ontario, Canada • Hours: 37.5 • Salary: $81,600 – $115,200 CAD

Position Overview

Private Trust Trust Officer – responsible for managing existing and newly referred estate, trust, and agency accounts, building and maintaining trusted relationships with clients, beneficiaries and co‑trustees, and ensuring high‑value clients receive seamless service delivery.

Key Responsibilities

• Build and maintain relationships with clients, beneficiaries and co‑trustees, with responsibility for client profiling to identify and anticipate needs and manage sales and referrals.
• Create and maintain a comprehensive advice plan for clients with complex needs and advise in niche areas where appropriate.
• Possess a deep understanding of the business, competitive landscape, and the economic and legal/regulatory environment, particularly as it affects Private Trust clients.
• Lead, moti...