Trust Advisor Jobs in Burlington, ON

Accelerate progress at a leading wealth management firm by fostering long-term client relationships. Manage estate and trust accounts while delivering personalized solutions that address complex clien...

Elevate client wealth management by serving as a Will & Estate Consultant, providing strategic advice in collaboration with investment advisors and professionals to ensure comprehensive estate plannin...

Elevate client relationships by providing expert consulting on wills, estates, and trusts. Collaborate with a diverse team to identify planning opportunities and deliver integrated wealth management s...

Transform client wealth management by providing expert will and estate planning advice, collaborating with investment advisors and legal professionals to enhance client outcomes and identify referral...

Engage with high-net-worth clients to build lasting relationships, providing tailored financial advice and leveraging extensive wealth management resources to meet their complex financial needs...

Join a team that's dedicated to empowering clients through financial planning, leveraging extensive resources to build lasting relationships with high-net-worth individuals and families while managing...

Develop customized wealth plans and manage complex financial needs for high-net-worth clients. Utilize RBC's resources to build long-term relationships and provide exceptional financial advice, drivin...

Grow and manage a diverse portfolio of high-net-worth clients by providing tailored financial planning and investment strategies. Build long-lasting relationships while leveraging resources to address...

Engage in trust oversight and governance by leading administration, ensuring compliance with fiduciary standards. Serve as a strategic advisor, helping senior leadership navigate trust-related decisio...

Manage a diverse portfolio of multinational clients, enhancing relationships and driving growth through tailored asset servicing solutions while ensuring high client satisfaction and retention...

Lead the charge in transforming Fund Administration operations by driving automation and implementing innovative solutions. Collaborate with teams to optimize processes and embrace emerging technologi...

Lead the charge in enhancing advisor and client experiences through strategic initiatives, program development, and cross-functional collaboration, driving measurable improvements in productivity and...

Lead the charge in the management of complex Trust accounts, partnering with specialists to provide exceptional service and compliance. Drive improvements in processes and oversee staff while ensuring...

Elevate operational success by leading the onboarding of investment funds and ETFs. Collaborate with diverse teams to ensure accurate setup and compliance, enhancing the experience for stakeholders wh...

Drive customer success through strategic leadership, enhancing loyalty and relationships within mining operations. Collaborate globally, mentor peers, and ensure successful implementation of technolog...

Drive financial excellence by leading Trust Accounting teams and overseeing compliance for global money movement. Leverage your leadership skills to manage cross-functional projects, ensure operationa...

Lead the charge in providing exceptional Trust & Estate services, delivering expert account management and administration while identifying growth opportunities and ensuring compliance within a collab...

Manage the Canadian accounting lifecycle for complex VC and PE funds, ensuring operational excellence and delivering superior client service while leading a high-performing team and executing strategi...

Drive operational excellence by managing a team, enhancing client relations, and ensuring efficient investor service processes. Collaborate across departments to deliver results and foster lasting cli...

Empower your career by fostering deep client relationships & delivering bespoke financial advice. Leverage human insight to navigate market dynamics while guiding clients through emotional decisions a...

Develop exceptional financial plans and client experiences for high net worth individuals. Collaborate with clients to create tailored investment strategies, ensuring their financial objectives and ne...

Champion land optimization strategies to maximize value and support growth. Oversee land use permissions, negotiations, and stakeholder relationships while ensuring compliance and safety across all la...

Champion exceptional client experiences by delivering expert fiduciary solutions while managing trust and estate accounts. Collaborate with stakeholders to drive strategic initiatives and ensure compl...

Elevate client experiences by managing complex trust and estate solutions. Collaborate with stakeholders to ensure compliance, deliver exceptional service, and drive business growth in a high-touch we...

Lead operational excellence and client relationships in Transfer Agency functions, driving strategic growth while enhancing service delivery and team performance in a fast-paced environment focused on...