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Trust Associate Role at Scotia Wealth Montreal

Hospitality Full Benefits Career Growth
Company

Scotiabank

Location

montreal, Canada

Posted

June 08, 2026

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About This Opportunity

Join Scotia Wealth Management in Montreal as a Trust Associate, providing proactive support to Trust Officers and delivering exceptional service to clients and beneficiaries.

As a key player in the administrative team, you'll focus on managing high net worth client portfolios with various complexities. The role requires attention to cash positions, accurate documentation, and a customer-focused approach. Your skills in client interaction and financial procedures will be vital in ensuring a high-quality experience.

Key Responsibilities:
• Assist and back-up Trust Officer for client interactions
• Maintain oversight of cash positions and report anomalies
• Prepare asset information and opening records for new accounts
• Draft necessary documentation for oversight and approvals
• Foster a client-focused culture within the team

Requirements:
• Strong communication and interpersonal abilities
• Proven aptitude ...