Senior Trust Officer (Evergreen)
Vancouver, BCRaymond James Ltd.
5+ ansRaymond James asks for at least five years of estate and trust industry experience, in-depth knowledge of estate and trust law, and experience with high-net-worth clients. Candidates also need a university degree or equivalent, strong analytical and communication skills, and a STEP membership with TEP designation.
Collaboration, Financial statements, Regulatory compliance, Risk management, Auditing, Critical thinking
Senior Trust Advisor
Vancouver, BC +1Raymond James Ltd.
3+ ansCandidates need at least 3 years of estate, trust or financial planning experience, with preference for managing estate, trust and power of attorney accounts. A university degree, strong communication and analytical skills, and experience with high-net-worth clients are required, and STEP or MTI designation is an asset.
Sales, Presentation skills, Collaboration, Regulatory compliance, Risk management, Compensation and benefits