Trust Advisor for Indigenous Wealth Management

Join the Wealth Management team in Winnipeg as a Trust Advisor focused on Indigenous clients. Engage in trust administration, client relationship building, and strategic business planning.
In this full-time role, you will administer trust accounts and ensure compliance with various regulations while working to grow the Indigenous Wealth client base. Your role involves developing tailored services for each client's unique requirements and effectively managing a dedicated administrative team. You'll act as an advisor, providing key insights and fostering strong client relationships.
Key Responsibilities:
• Ensure trust administration aligns with legal and policy standards
• Develop impactful business plans to attract new clients
• Customize client services based on individual needs
• Own and manage client inquiries effectively
• supervise a team of administrative staff
Requirements:
• Minimum 3-5 years in financial services
• Degree/diploma or equivalent in ...