Skills Personal Trust Officer near Edmonton (AB)

Find out what skills you typically need to work as a personal trust officer in Canada. These skills are applicable to all Other financial officers (NOC 11109).


  • Identify clients' financial goals and objectives
  • Supervise staff
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
  • Arrange for sale of financial products and investments
  • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
  • Investigate possible unethical conduct or breeches of securities or commodity futures law
  • Underwrite new issues of stocks and bonds
  • Negotiate with corporations and government to determine the type and terms of new securities issue
  • Prepare offering prospectus for new issues of stocks and bonds
  • Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
  • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Skills and Knowledge Checklist

The following skills and knowledge are usually required in this occupation.


Service and Care Help - Service and Care
  • Serving Others
Communication Help - Communication
  • Advising and Consulting
  • Liaising and Networking
  • Negotiating and Adjudicating
Analysis Help - Analysis
  • Analyzing Information
  • Planning
  • Researching and Investigating
  • Projecting Outcomes


Law and Public Safety Help - Law and Public Safety
  • Law, Government, and Jurisprudence
Business, Finance and Management Help - Business, Finance and Management
  • Client Service
  • Sales
  • Accounting
  • Economics
  • Finance
  • Business Administration
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