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Added 8 mins ago
NB
Director Commercial Banking
National Bank of Canada
Calgary, AB
- Full-time
Reporting to the Associate Vice-President, you will manage a portfolio of clients in Calgary.
Added 1 hour ago
NB
Senior Account Manager Commercial Banking
National Bank of Canada
Calgary, AB
- Full-time
Reporting to the Associate Vice President, you will manage a portfolio of clients in Calgary.
Added 1 hour ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
A career as an Associate at National Bank is a role where your systems thinking, attention to detail, and interest in finance can have a direct impact on clients and advisors. In this role,…
Added 2 hours ago
KD
Analyste Principale, Gestion de la croissance des revenus (RGM) des marques/ Associate Manager, Brand Revenue Growth Management (RGM)
Keurig Dr Pepper
Toronto, ON · Montreal, QC
- Full-time
The Associate Manager, Brand Revenue Growth Management (RGM) is responsible for driving profitable growth across a portfolio of brands through category analytics, commercial strategy,…
Added 3 hours ago
UO
Development Officer
University of Victoria
Victoria, BC
- Full-time
Jointly reporting to the hiring Associate Director of Faculty Development, and to the Dean or unit head of an assigned portfolio, or a Senior Development Officer (SDO) if in place, the…
Added 4 hours ago
BA
Associate, Infrastructure AI
Brookfield Asset Management
Toronto, ON · Brookfield Place
- Full-time
Successful candidates will contribute to deal execution, due diligence, and asset management, working closely with senior leaders to scale Brookfield’s presence in this transformative…
Added 4 hours ago
LM
Portfolio Associate
LifeSavvy Media
Montreal, QC
- Full-time
…and acts as a cross-functional thought partner to Brand and Portfolio leadership. This is a high-impact role for someone who thrives at the intersection of strategy, execution, and…
Added 6 hours ago
TO
Associate Portfolio Manager
Tall Oak Capital Advisors
London, ON
- Full-time
Role Description The Associate Portfolio Manager is a full-time, on-site role based in London, ON. This role supports the management of client investment portfolios through research,…
Added 12 hours ago
WM
Associate Director, Fundraising
Windmill Microlending
Toronto, ON · Calgary, AB
- $110,000 to $120,000 CAD / year
The Associate Director is responsible for expanding and creating a new portfolio of donors, developing and implementing strategies to strengthen relationships with existing donors, and…
Added 14 hours ago
SW
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Scotia Wealth Management
Markham, ON
- Full-time
…roles supporting our Total Wealth and discretionary investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship…
Added 15 hours ago
C
Temporary Sales Support Associate
Coach
Richmond, BC
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 15 hours ago
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Temporary Sales Support Associate
Coach
Burlington, ON
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 16 hours ago
T
PIA Client Service Associate
TD
Montreal, QC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 16 hours ago
T
TDIP - Associate Director, Relationship Management
TD
Toronto, ON
- Full-time
The Associate Director, Relationship Management, Early-Stage is responsible for managing and growing a portfolio of founders, newly incorporated companies, accelerator graduates, and…
Added 16 hours ago
GC
Senior Investment Associate
Genara Capital
Toronto, ON
- Full-time
Role Description The Senior Investment Associate is a full-time, on-site role based in Toronto, ON. This role is responsible for conducting detailed financial analysis and building robust…
Added 17 hours ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
…contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary…
Added 18 hours ago
TA
SALES ASSOCIATE - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Halton Hills, ON
- Part-time
…of fashion-forward footwear, handbags, and accessories. Our portfolio features well-known brands including ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. Grounded in our values of…
Added 21 hours ago
C
Associate Producer, Radio Scheduling (Hybrid/Telework)
CBC/Radio-Canada
Toronto, ON
- Full-time
…for Radio One’s Sirius XM channel and the Radio Distribution portfolio, as…
Added 22 hours ago
KD
Gestionnaire, Omnimarketing - McCafé | Associate Manager, Omni Marketing - McCafé
Keurig Dr Pepper
Montreal, QC
- Full-time
Added 23 hours ago
B
Associate, Infrastructure AI
Brookfield
Toronto, ON
- Full-time
Successful candidates will contribute to deal execution, due diligence, and asset management, working closely with senior leaders to scale Brookfield’s presence in this transformative…
Added 1 day ago
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Associate Director, Digital Transformation
RBC
Toronto, ON
- Full-time
We are seeking a strong Associate Director of Digital Transformation to join our team and drive exceptional project governance and decision making across our projects. In this role, you…
Added 1 day ago
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Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients…
Added 1 day ago
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Relationship Manager, Business Markets
RBC
Berthierville, QC · Joliette, QC
- Full-time
You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC’s…
Added 1 day ago
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Associate
RBC
Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
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Associate Advisor
RBC
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…

Scotiabank

Trust Associate, Scotiatrust - Toronto, ON

Toronto, ON, M5G 1W7, Canada

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Job details

Posting language: English
Posted: Oct 2, 2026

Original job description

Requisition ID: 275026

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

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 : Ontario : Toronto

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.

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More about this job

Responsibilities

The Trust Associate provides proactive administrative and client service support to a Trust Officer for a portfolio of accounts. Responsibilities include managing account administration, monitoring cash positions, preparing fee calculations, and acting as a point of contact for clients and beneficiaries.

Requirements

Candidates must have a High School Diploma and are expected to be enrolled in financial industry courses such as CSC, IFIC, STEP Canada, or ICB. Strong interpersonal skills, time management, and a basic knowledge of trust accounting principles are required.

Skills

Client service
Account administration
Trust accounting
Cash position surveillance
Fee calculation
Asset management
Administrative support
Interpersonal skills
Verbal communication
Time management
Multi-tasking
Regulatory compliance
AML/ATF risk management
Financial industry knowledge

Visa sponsorship

Not detected in the job text

Keywords

Trust Associate
Scotiatrust
Wealth Management
Account Administration
Client Experience
Trust Accounting
Estate Accounts
Asset Management
Regulatory Compliance
AML/ATF
Operational Risk
CSC
IFIC
STEP Canada
ICB
Financial Services
Banking
Client Service
Administrative Support
Reporting
Cash Management
Record of Trust
Business Controls
High Net Worth Clients

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