trust officer
Posted on May 22, 2026 by a licensed third-party for Employer details Cidel Trust Company
Job details
Education: College/CEGEP. or equivalent experience. Work setting: Investment firm. Tasks: Administer charitable or corporate trust funds. Administer estate or personal trust funds. Identify clients' financial goals and objectives. Monitor client investments. Analyze clients' financial records. Develop financial plans for clients. Arrange for sale of financial products and investments. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. Negotiate with corporations and government to determine the type and terms of new securities issue. Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds. Assist in the planning and execution of financial statement audits. Computer and technology knowledge: MS Office. Area of specialization: Financial planning. Financial examination. Investment underwriting. Trust and estate administration. Wealth management. Accounting. Security and safety: Criminal record check. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Due diligence. Screening questions: Are you authorized to work in Canada?. Do you have experience working in this field?. Employment terms options: Morning. Experience: 5 years or more. Employment terms options: Day. Workplace information: Hybrid. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Group insurance benefits. Other benefits: Other benefits.- Location SUITE 403 322 - 11TH AVENUE SW CALGARY, ABCalgary, ABT2R 0C5
- Work location Hybrid
- Salary$95,000YEAR annually / 40 hours per week
- Terms of employment Permanent employmentFull time
- Morning, Day
- Starts as soon as possible
- Benefits: Health benefits, Financial benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #3582096
Overview
Languages
English
Education
- College/CEGEP
- or equivalent experience
Experience
5 years or more
Hybrid
Work must be completed both in person and remotely.
Work setting
- Investment firm
Responsibilities
Tasks
- Administer charitable or corporate trust funds
- Administer estate or personal trust funds
- Identify clients' financial goals and objectives
- Monitor client investments
- Analyze clients' financial records
- Develop financial plans for clients
- Arrange for sale of financial products and investments
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits
Experience and specialization
Computer and technology knowledge
- MS Office
Area of specialization
- Financial planning
- Financial examination
- Investment underwriting
- Trust and estate administration
- Wealth management
- Accounting
Additional information
Security and safety
- Criminal record check
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Due diligence
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Group insurance benefits
Other benefits
- Other benefits
Who can apply for this job?
You can apply if you are:
- a Canadian citizen
- a permanent resident of Canada
- a temporary resident of Canada with a valid work permit
Do not apply if you are not authorized to work in Canada. The employer will not respond to your application.
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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