Description
Our client is one of Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Working as a member of the Estate & Trust Solutions Team the Senior Trust Advisor will report to the regional AVP, Estate & Trust Solutions. The successful candidate will be engaged in business development strategies to drive partnership internally with financial advisors as well as externally with a COI network. You are a goal-oriented team player capable of managing a book of estate and trust accounts. You will ensure the ongoing delivery of premium service to partners and their clients while simultaneously building and maintaining strong relationships with internal and external COI partners. What will your role be responsible for? Work collaboratively with all members of the Senior Trust team to deliver best in class service and support to our clients, internal partners, and external sta...
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