Job Description
Elevate your career as a Trust Advisor in Winnipeg, specializing in Indigenous Wealth Management. This role emphasizes trust account management and client-centric services.
As a member of the Indigenous Wealth team, you will oversee trust administration and engage with clients to build long-lasting relationships. You will be responsible for formulating business plans that cater to the unique needs of Indigenous clients while ensuring compliance with relevant regulations. Your leadership will also guide the administrative professionals supporting your objectives.
Key Responsibilities:
• Oversee trust administration per governing terms and policies
• Implement business plans that attract Indigenous Wealth clients
• Customize service offerings based on client-specific needs
• Manage client requests with accountability
• Lead a team of administrative professionals to support operations
Requirements:
• 3-5 years in financial services or similar sectors
• Releva...
As a member of the Indigenous Wealth team, you will oversee trust administration and engage with clients to build long-lasting relationships. You will be responsible for formulating business plans that cater to the unique needs of Indigenous clients while ensuring compliance with relevant regulations. Your leadership will also guide the administrative professionals supporting your objectives.
Key Responsibilities:
• Oversee trust administration per governing terms and policies
• Implement business plans that attract Indigenous Wealth clients
• Customize service offerings based on client-specific needs
• Manage client requests with accountability
• Lead a team of administrative professionals to support operations
Requirements:
• 3-5 years in financial services or similar sectors
• Releva...