AVP, Estate & Trust Solutions - Solus Trust Company

Solus Trust Company is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust and agency services to clients of Raymond James Ltd, it’s correspondent services clients as well to clients referred externally via Centers of Influence (COIs) and other Financial Institutions.

AVP – Estate & Trust Solutions

How does the role impact the organization?

Reporting to the CEO, the AVP – Estate & Trust Solutions will be a key member of our Trust team responsible for the growth and business development of estate and trust services in their local region. The successful candidate will be engaged in business development strategies to drive partnership with our Raymond James financial advisors and centers of influence (COI) to leverage the Trust offering for their clients. You are a results-oriented team player capable of acting as a leader in your region developing and implementing initiatives to support the achievement of the Trust Companies strategic goals.

What will your role be responsible for?

• Work collaboratively with all members of the Solus Trust team to deliver best in class service and support to our clients, internal partners and external stakeholders;
• Building strategic relationships with Raymond James Advisors & COIs with the goal of enhancing their knowledge and willingness to work in collaboration with our Trust business for the benefit of their HNW clients;
• Deliver estate planning, trust and estate advice including collaborating with clients’ lawyers and other external advisors to ensure the timely execution of wills, trust deeds and agency agreements where the Trust Company is being appointed;
• Lead the successful achievement of the regional new business goals and objectives
• Support the business review and acceptance process for new business and corporate appointments within the region.
• Develop and implement a business plan for their regional market to ensure the successful achievement of the overall goals and objectives of the region.
• Leads, coordinates and provides oversight to regional Trust Advisors to ensure the successful achievement of regional goals and service excellence
• Develop and strengthen relationships and build new relationships with clients, partners, centers of influence with the goal to enhance networking opportunities and new business engagement for the Trust Company;
• Support the regional roll-out of new initiatives focused on increasing new trust business opportunities
• Conduct skill builds, client and partner presentations, webinars to enhance the knowledge and understanding of the Estate and Trust offering to our internal and external partners;
• Maintain up-to-date knowledge and understanding of Trust and Estate Laws, common law and other relevant legislation, case law, and internal policies and procedures;
• Provide advice and support to members of the Trust Operations teams to resolve matters arising in accounts while adhering to all internal policies and procedures;
• Recognize when the business risk identified may require external legal counsel and promptly escalate the matter up to the CEO;
• Liaise with compliance, operations, legal and other related lines of business to resolve system, administrative, risk management and legal issues pertaining to the onboarding on new business; and
• Other duties and projects as assigned.
  
  

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

• Canadian Law Degree
• Minimum 5 years of experience and advanced knowledge of relevant legislation for Will, estate and trust administration Excellent communication skills (written and verbal)
• Experience working with HNW clients and their wealth advisors
• Technical proficiency related to wealth planning strategies such as insurance, philanthropy, taxation
• STEP or MTI designation would be an asset
• Exceptional critical thinking and analytical skills so as to identify and resolve diverse, complex and ambiguous issues in a timely and practical manner;
• Strong interpersonal skills and ability to work well under pressure;
• Intra-provincial travel may occasionally be required.
  
  

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
  
  

At Solus Trust, we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

We demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) $130,000-160,000 in addition to competitive performance bonuses/incentives.

Job

Trust Services

Primary Location

CA-BC-Vancouver-Vancouver

Organization

Canada Trust

Schedule

Full-time

Status

Permanent Full-Time