Trust Officer, Scotiatrust - Kelowna, BC
Scotiabank · Kelowna
Requisition ID: 275518
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
At Scotiatrust, we are a community of experienced professionals committed to guiding our clients and their families through their wealth transitions with expertise and care. Our strength is rooted in our people - United in Expertise. Aligned in Purpose.
Why join Scotiatrust?
Our teams keep our clients and their families at the forefront – a client focus with a service - driven approach. We are committed to an inclusive culture, celebrating diversity and leveraging it to inform better decisions. The expertise of our team is valued, we foster respectful debate to ensure diverse perspectives are heard and once decisions are made, we align as one team and move forward together. Scotiatrust understands that as our business evolves, our knowledge must evolve as well, and we are committed to continuous learning and impactful thought leadership to support our employees.
Role Overview
The Trust Officer is a trusted relationship manager responsible for delivering high-quality Estate, Trust, and Agency administration services to clients and beneficiaries. This role plays a critical part in supporting clients through complex and meaningful life events while ensuring fiduciary excellence and a consistently high standard of service.
The Trust Officer oversees a diverse portfolio of accounts varying in size and complexity and is accountable for both the administration and ongoing client relationship. This includes ensuring all fiduciary responsibilities are fulfilled in accordance with legal, regulatory, and internal policy requirements.
The Trust Officer reports to the Market Lead and collaborates closely with internal partners and Scotia Wealth Management teams to deliver integrated Total Wealth strategies aligned to client goals and evolving needs.
Success in this role is demonstrated through strong client relationships, effective portfolio management, sound risk judgment, and the ability to deliver high-quality, compliant service while contributing to business growth.
This role requires strong technical expertise in Estate and Trust administration, excellent judgment, and the ability to navigate complex client situations with professionalism and care.
Some of the key Job Accountabilities:
- Oversee the day-to-day administration and management of a diverse portfolio of Estate, Trust, and Agency accounts
- Build and maintain strong, long-term client relationships through proactive and personalized service
- Ensure all fiduciary responsibilities are executed in compliance with legal, regulatory, and internal standards
- Identify opportunities to deepen client relationships and contribute to business growth through high-quality service
- Collaborate with internal partners and Scotia Wealth Management teams to deliver integrated Total Wealth strategies
- Apply technical expertise in Estate and Trust structures to support account administration and client decision-making
Required Experience & Skills
- Strong client-centric mindset with the ability to build and sustain long-term relationships
- Strong organizational, execution, and portfolio management skills
- Sound risk management, accountability, and decision-making capabilities
- Creative problem-solving with a results-driven approach
- Clear written and verbal communication skills with strong listening and interpersonal abilities
- Ability to manage expectations, navigate complex conversations, and handle client concerns professionally
- Strong collaboration and partnership skills across teams and stakeholders
- Demonstrates coaching, mentorship, and the ability to support development of others
- Takes initiative, ownership, and accountability for outcomes
- Actively seeks feedback and continuously develops expertise
- Completion of the Certificate of Estate and Trust Administration (CETA) through STEP Canada is essential
- Progress toward the Trust and Estate Practitioner (TEP) designation is considered an asset
Nice-to-have Experience & Skills
- Considerable experience in Financial Services Administration
- Considerable experience in Estate and Trust Administration
- Considerable experience in Legal-related Administration
- Considerable experience in Relationship Management experience
We’re looking for talented people who are excited to make an impact. If you’re interested in this opportunity, even if you don’t meet every qualification, we encourage you to apply. We value diverse experiences and perspectives and look forward to learning more from you.
Location(s): Canada : British Columbia : Kelowna || Canada : British Columbia : Peachland || Canada : British Columbia : Penticton || Canada : British Columbia : Summerland || Canada : British Columbia : Vernon
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.