Job Title: Trust Officer
Job Location: Calgary, AB
Job Compensation: Strong base package with performance based bonus
Job Benefits: Impressive benefits and flexible schedule

Job Overview
Our client is a large name in the Wealth Management industry with clients in the commercial, non-profit and personal sectors.  This role will involve managing a high level portfolio of financial & estate plans for a diverse cross-section of clients and building lasting, mutually rewarding relationships.

As a recognized trust professional, you will bring the ability to handle complex accounts while exercising quick decision making skills maintaining accountability to the wealth of your clients.  You’ll be looked upon by co-workers and clients to mentor and guide them through financial decisions.

This position offers defined avenues to grow into an executive level and build upon your reputation.  Your commitment to the wellbeing of your clients will be rewarded with a very strong compensation package, impressive benefits and a performance based bonus incentive. 

Job Requirements
More than 5 years of experience in a related role

Demonstrated ability to maximize the profitability of trusts

CSC designation

Affiliated with the Society of Trust and Estate Practitioners

Member of the Trust Institute

A strong knowledge of the applications of trust laws and taxes

To Apply
To apply for this job, please send a resume and covering letter to jobs@cms-management.com or via fax to 403.451.1897. We thank all trust officer candidates interested in this position, however only those selected for an interview will be contacted. CMS will keep your information in a private database in the event that another, more suitable position becomes available.