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...

Join a team that's passionate about helping clients achieve their financial goals. Utilize your sales expertise to build a client base of high-net-worth individuals, providing tailored wealth and inve...

Innovate your career by building relationships with high-net-worth clients and leveraging extensive resources to craft personalized wealth solutions. Succeed through strategic financial advice and fos...

Grow your career with a dynamic role driving financial solutions for high-net-worth clients. Build trusted relationships while leveraging extensive resources to manage complex financial needs and crea...

Lead the charge in managing and administering complex estates and trusts, ensuring accurate account oversight, risk mitigation, and compliance with policies, while fostering strong client partnerships...

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

Lead impactful retirement planning discussions and presentations to individuals, fostering relationships and achieving financial goals through data-driven strategies while collaborating with internal...

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 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...

Engage with investment advisors to drive growth within our Fixed Income SMA platform. Bring your expertise in sales and technical support to cultivate relationships and enhance client portfolios. Tran...

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...

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...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

Transform governance and compliance frameworks for subsidiary entities, driving adherence to legal and regulatory standards while supporting effective board operations and continuous improvement in go...