Summary Personal Trust Officer near Edmonton (AB)
National Occupational Classification update
We have updated this page to reflect the transition to the 2021 version of the National Occupational Classification (NOC). This means that the occupation "personal trust officer" was moved from the group Other financial officers (NOC 1114) to the group Other financial officers (NOC 11109).
Find key facts and figures about working as a personal trust officer. The following information is applicable to all Other financial officers (NOC 11109).
Note that some information in this job profile is based on the 2016 version of the NOC.
Other financial officers include professional occupations in finance such as financial examiners and inspectors, financial investigators, financial underwriters, mortgage brokers and trust officers. They are employed by banks, trust companies, investment firms and governments, or they may be self-employed.
This occupation usually requires a university degree (bachelor’s, master’s or doctorate).
Median wage in the Edmonton Region
The job prospects are fair in the Edmonton Region
advertised in Alberta
- 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
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