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Added 13 hours ago
PT
Mortgage Loan Officer
Price Team Mortgages
Fergus, ON
- Full-time
…dedicated to educating first-time homebuyers and supporting real estate investors in growing their property…
Added 2 days ago
TT
Senior Leasing Officer
Tk̓emlúps te Secwépemc
Kamloops, BC
- Full-time
Monitors and interprets land survey plans, ensures accuracy and compliance with By-laws and where required requests re-processing of incorrect documents.
Added 2 days ago
Compliance Officer
Questrade Financial Group
Toronto, ON
Growth Portfolio is seeking a motivated Compliance Officer to support the day-to-day administration of compliance programs for Zolo Ventures Ltd. and its provincial real estate brokerages:…
Added 3 days ago
FF
Senior Development Officer
Food For The Poor-Canada
Toronto, ON
- Contract
…and projects. Within this objective, the Senior Development Officer (SDO) is responsible to lead the continued development and execution of FFTP-Canada's fundraising strategy with an aim to…
Added 5 days ago
Investment Support Officer
Scotiabank
ON · Mississauga, ON
…facilitate the reconciliation of weekly tax remittances, monthly estate runs, general ledgers and tax accounts. Ensure tax accounts are in a balanced condition to facilitate the completion…
Added 6 days ago
Service Officer, Client Service
Scotiabank
Montreal, QC
…Audit, Quality Assurance, Trade services, Scotia Leasing, Real Estate Banking, Client Services and Solutions, Cash Management Call Centre, Symcor, and other units (as…
Added 9 days ago
SC
Central Administration Clerk
Sydney Credit Union
Sydney, NS
- Full-time
…Clerk is responsible for completing the administrative and processing functions related to member loans, mortgages, deposits, and registered plans. The incumbent ensures all documentation…
Added 13 days ago
LB
Senior Operations Officer and Customer Service | Banking and Mortgage
Laurentian Bank
Toronto, ON
- Full-time
The Bilingual Senior Administration Officer will be supporting the Real Estate Operations Department within the bank. The incumbent is responsible for the daily administration and…
Added 16 days ago
B
Trust Officer
BMO
Ottawa, ON · CARL
- Full-time
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account…
Added 16 days ago
SC
Financial Service Representative
StellerVista Credit Union
Castlegar, BC
- Full-time
…preparing documentation and associated recommendations for senior officer or manager approval. You will also Initiate needs-based referrals to staff specialists to meet member product and…
Added 17 days ago
BC
Deposits and Estates Officer
Brunswick Credit Union
Moncton, NB
- Full-time
The Deposits & Estates Officer provides subject matter expertise and support for the credit union’s deposit and estate services, ensuring compliance with applicable legislation,…
Added 17 days ago
BC
Deposits and Estates Officer
Brunswick Credit Union
Fredericton, NB
- Full-time
The Deposits & Estates Officer provides subject matter expertise and support for the credit union’s deposit and estate services, ensuring compliance with applicable legislation,…
Added 17 days ago
BC
Deposits and Estates Officer
Brunswick Credit Union
Saint John, NB
- Full-time
The Deposits & Estates Officer provides subject matter expertise and support for the credit union’s deposit and estate services, ensuring compliance with applicable legislation,…
Added 17 days ago
Senior Administrative Officer (12 - Month Contract)
Scotiabank
Toronto, ON
The Senior Administrative Officer is responsible for providing direct administrative support to the senior leaders within Real Estate.
Added 17 days ago
Bookkeeper, Regulatory Services (Hybrid, Permanent)
Law Society of Ontario
Toronto, ON
…client files, and determining entitlement to trust funds and processing the distribution of trust funds…
Added 19 days ago
HF
Financial Partner/Universal Associate - Heritage Park Branch
Heritage Financial Credit Union
Heritage Park, ON
- Full-time
…other lines of business as needed, along with handling cash and processing transactions…
Added 24 days ago
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Relationship Advisor
OPTrust
Toronto, ON
- Contract
Department: Office of the Chief Investment Officer – Investments
Added 25 days ago
Coordinator, Administration / Coordonnateur,(trice), Administration
MSC Mediterranean Shipping Company SA
Montreal, QC
This position is the primary point person for facilities, real estate and installations. The focus is on maintaining the workplace, supporting the employee experience, and ensuring the…
Added 26 days ago
Senior Further Processing Specialist (Loan Officer 3)
The Government of Nova Scotia
Kentville, NS
…Crown Lending Agencies consists of a dedicated team of loan officer and loan administrators supported by risk management and finance…
Added 26 days ago
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Trust Administrator
CIBC
Calgary, AB
- Full-time
The Trust Administrator will assist a Trust Officer and will support the administration of a portfolio in the Vancouver branch by accurately opening new accounts, preparing initial…
Added 27 days ago
MU
Associate Director, Development, Nexus Health
McMaster University
Hamilton, ON
- Full-time
…Giving, Leadership Giving, Principal Giving, Corporate Giving, Estate Giving & Legacy Planning, Stewardship, overarching Alumni programs, Research & Prospect Analytics, and Gift Processing…
Added 1 month ago
BE
Development Officer, Gifts & Estate Planning
BoldHouse Executive Search
Vancouver, BC
- Full-time
The Development Officer, Gift & Estate Planning, is responsible for cultivating future gifts through a portfolio of active planned giving donors, with a focus on the Lower Mainland. The…
Added 1 month ago
SS
Core Operations, Associate 2
State Street
Toronto, ON
- Full-time
Reporting to the Officer, Payment Services, this position is responsible for processing payments received manually and electronically into Funds Transfer Systems, as part of an essential…
Added 1 month ago
Trust Associate, Scotiatrust - Vancouver, BC
Scotiabank
Vancouver, BC
…proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day-to-day oversight and account administration…
Added 1 month ago
SS
Core Operations, Associate 2
State Street
Toronto, ON
- Full-time
Reporting to the Officer, Payment Services, this position is responsible for processing payments received manually and electronically into Funds Transfer Systems, as part of an essential…

Closed listing

Scotiabank

First Nations/Metis/Inuit, Trust Associate, Indigenous Wealth Solutions - Calgary, AB

AB, Canada
Calgary, AB, T2P 1N2, Canada

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Posting language: English
Posted: Aug 24, 2026

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Original job description

Archived listing. The details below describe a past opening.

Requisition ID: 269042

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

Posted pursuant to Scotiabank’s Special Measure Program under the Employment Equity Act and Canadian Human Rights Act.

While you must be an Indigenous person in order to submit your resume, self-identification is completely voluntary. Please use the definition below to make sure you’re eligible to self-identifying as Indigenous person:

Indigenous Peoples include First Nations, Inuit, and Métis Peoples. Only those Indigenous Peoples from North America should identify themselves as belonging to this designated group.

Purpose of the role:

As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day-to-day oversight and account administration for client, beneficiary and Co-Trustee relationships.

While discussions with Co-Trustees, beneficiaries, clients, their advisors and the business community will generally be the responsibility of the Trust Officer, the Trust Associate will frequently deal with external contacts, gather and relay information and is designated as the point of contact in the absence of the Trust Officer.

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

Assist the Trust Officer with providing a best in class, proactive and personalized client experience to high net worth 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.
Provide effective back-up in the absence of the Trust Officer by demonstrating a detailed knowledge of the accounts and responding to the client and beneficiary needs in a timely manner, referring matters to other resources where appropriate.
Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention. Create/input accurate and timely accounting entries for payments to third parties realization of assets, fee collection, referring all unusual items for further action as required. Prepare detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local judicial/industry practice
Assemble information regarding assets in new accounts (including research into the tax costs) and ensure the preparation of the opening inventory/Record of Trust. Set up client and asset information on the Trust including the creation and maintenance of diaries to provide for such matters as fixed remittances fee processing, investment reviews and statement production.
Prepare routine correspondence and documentation, including draft documentation in respect of matters that policy requires be submitted to the appropriate internal oversight groups concerning beneficiary/court approval of fees and statements;
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Ensure thorough knowledge of, and strict adherence to, the Bank’s Global Sales Practices.
Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champion a high-performance environment and contributes to an inclusive work environment.

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

Proactive with a proven track record of providing a best in class client experience
Proven aptitude to learn new concepts and readily apply them to day to day tasks
Strong interpersonal and verbal communication skills
Strong time management skills and a proven ability to multi-task
High School Diploma
Enrolment in Financial Industry courses
CSC, IFIC, STEP Canada, ICB
Working knowledge of asset management and administrative procedures
Strong PC Skills
Basic knowledge of Trust Accounting principles

Location(s): Canada : Alberta : Calgary

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.

About employer

More about this job

Responsibilities

Provide administrative and client service support to a Trust Officer, managing day-to-day oversight of client, beneficiary, and Co-Trustee relationships. Responsibilities include monitoring cash positions, processing accounting entries, and preparing fee calculations and trust documentation.

Requirements

Candidates must be Indigenous (First Nations, Inuit, or Métis) and possess a high school diploma. Preferred qualifications include enrollment in financial industry courses (CSC, IFIC, STEP Canada, ICB) and basic knowledge of trust accounting principles.

Skills

Client Service
Account Administration
Trust Accounting
Asset Management
Time Management
Interpersonal Communication
Verbal Communication
PC Skills
Multi-tasking
Financial Reporting

Visa sponsorship

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Keywords

Trust Associate
Indigenous Wealth Solutions
Wealth Management
Trust Accounting
Asset Management
CSC
IFIC
STEP Canada
ICB
High Net Worth
AML/ATF
Operational Risk
Regulatory Compliance
Estate Accounts
Financial Industry

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