Trust Advisor Jobs

Join a team that's committed to excellence in accounting leadership. Oversee the accounting operations, ensuring accuracy and compliance in financial reporting and internal controls while directly eng...

Analyze and define the corporate actions product roadmap, leading development teams and collaborating with clients to ensure the software meets market needs while overseeing all phases of the software...

Drive the integrity and strategy of a dynamic GTM data ecosystem, ensuring data accuracy, compliance, and successful collaboration across Sales, Marketing, and RevOps to empower informed decision-maki...

Drive client-focused transaction advisory engagements, analyzing financial data, identifying risks, and delivering tailored solutions to enhance transaction outcomes while fostering client relationshi...

Drive the structuring and distribution of complex bank financings, managing client relationships across Canada and ensuring regulatory compliance while delivering top-tier financial solutions for mid...

Join a team that's dedicated to delivering innovative multi-bank debt solutions. As a key leader in structuring and managing financing, you'll enhance client relationships while driving business devel...

Oversee complex credit portfolios and deliver tailored credit solutions by underwriting, managing risk, and mentoring junior analysts. Actively analyze financials and market trends to ensure robust cr...

Elevate your career by managing complex credit portfolios, underwriting loans, and driving client success. Collaborate within a dynamic team to analyze financial data, mitigate risk, and mentor emergi...

Develop credit solutions and manage a diverse portfolio of complex client relationships. Underwrite significant credit packages while mentoring junior team members and ensuring alignment with risk met...

Elevate your career as a credit leader managing complex client portfolios. Underwrite and structure credit packages, mentor junior staff, and ensure adherence to risk metrics while fostering client re...

Join a team that leads the response to Zero Trust security incidents. Engage as a technical authority in operational challenges, guide cross-functional teams, and drive proactive improvements for secu...

Advance treasury operations by managing cash flow, reporting, and compliance in a dynamic environment. Collaborate with teams to enhance finance functions utilizing data analysis and automation tools...

Champion regulatory compliance by providing expert legal advice on market rules and commercial agreements. Collaborate with teams to draft policies, monitor derivatives law, and ensure alignment with...

Shape the future of financial services by overseeing sales supervision in brokerage and insurance. Ensure compliance and client suitability while mitigating risks. Join a team that drives excellence a...

Unlock potential by advising high-net-worth clients on tailored financial strategies, deepening relationships, and navigating retirement planning while collaborating with internal experts to ensure a...

Engage affluent clients by cultivating and managing strategic relationships to deliver integrated wealth management solutions. Utilize financial planning expertise to meet comprehensive client needs w...

Pioneer client relationships with affluent business owners, delivering comprehensive financial planning and integrated wealth management solutions. Collaborate closely with partners to enhance service...

Grow your career with the opportunity to manage high net worth business owner relationships, delivering tailored financial planning and wealth solutions. Collaborate with Wealth Advisors, ensuring cli...

Transform client relationships by providing tailored financial solutions to affluent business owners, leveraging a comprehensive suite of wealth management services while collaborating closely with in...

Unlock potential by fostering relationships with retail insurance agents and managing binding authority business, ensuring top-tier client service and underwriting efficiency to drive profitable growt...

Shape the future of wealth management by developing bespoke strategies that drive client success. Collaborate with a dedicated team to analyze investments, coach junior members, and enhance overall po...

Elevate client relationships by coordinating investment strategies and supporting team members. Lead client inquiries with proactive problem-solving while managing documentation for seamless operation...

Elevate your career by joining a dynamic team tasked with managing high volumes of pre-M&A contracts, providing legal expertise, and fostering relationships with financial services clients, while leve...

Transform client experiences by supporting wealth transfer planning for HNW and UHNW clients. Collaborate with Wealth Strategists and Financial Advisors to deliver exceptional service and expertise ac...

Engage with high net worth clients, enhancing wealth transfer strategies through collaboration with external Wealth Strategists and Financial Advisors to ensure exceptional client experiences and acti...