As of November 7, 2026, Jobsy lists 16 trust officer jobs in Canada. The most active employers are Bank of Montreal, Raymond James Ltd. and Scotiabank. Skills often requested: communication skills, regulatory compliance, decision making and client relationship management.
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Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOERoyal Bank of Canada needs candidates with 2 to 4 years of related experience and a college or undergraduate degree. A STEP certification or knowledge of estate and trust administration is an asset.
Upselling, Client relationship management, Coaching, Communication skills, Training and development, Customer service
Bank of Montreal
4+ YOECandidates need about 4 to 6 years of relevant experience and a post-secondary degree, with a Finance degree preferred. They need strong knowledge of personal trust administration, trust tax, trust accounting, investment management and fiduciary law.
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Bank of Montreal
4+ YOECandidates need 4 to 6 years of relevant experience and a post-secondary degree, with Bachelor's in Finance preferred. Strong knowledge of personal trust administration, trust tax, trust accounting, investment management and fiduciary law is required.
Client relationship management, Presentation skills, Regulatory compliance, Documentation, Sales, Administrative support
Bank of Montreal
5+ YOECandidates need 5 to 7 years of trust or estate experience and a post-secondary degree, with in-depth knowledge of trust administration, trust tax, trust accounting and fiduciary law. Lawyer or notary status and TEP certification are assets, and fluency in French and English is required.
Client relationship management, Regulatory compliance, Presentation skills, Decision making, Change management, Stakeholder management
Bank of Montreal
5+ YOECandidates need about 5 to 7 years of relevant experience and a post-secondary degree, with a Finance degree preferred. Bank of Montreal expects in-depth knowledge of trust administration, trust tax, trust accounting, investment management and fiduciary law, plus strong communication, analytical and influence skills.
Client relationship management, Presentation skills, Technical support, Strategic planning, Decision making, Change management
Bank of Montreal
5+ YOECandidates need about 5 to 7 years of relevant experience and a post-secondary degree, with a finance degree preferred. In-depth knowledge of trust administration, trust tax, trust accounting, investment management and fiduciary law is required.
Client relationship management, Presentation skills, Technical support, Strategic planning, Decision making, Change management
Bank of Montreal
5+ YOECandidates need 5-7 years of trust, estate or wealth experience, a post-secondary degree, and in-depth knowledge of trust administration, trust tax, trust accounting and fiduciary law. Fluency in French and English is required, and a lawyer, notary or TEP designation is an asset.
Client relationship management, Regulatory compliance, Presentation skills, Decision making, Change management, Stakeholder management
Raymond James Ltd.
5+ YOECandidates need at least 5 years of estate and trust industry experience, strong analytical and communication skills, and knowledge of estate, trust and power of attorney laws. A university degree and STEP membership with the TEP designation are also required.
Collaboration, Financial statements, Regulatory compliance, Risk management, Auditing, Critical thinking
Raymond James Ltd.
3+ YOECandidates need at least 3 years of estate and trust industry experience, preferably managing estate, trust and power of attorney accounts. They need strong communication, analytical and critical thinking skills, and in-depth knowledge of estate and trust law. A university degree is required; STEP or MTI designation is an asset.
Regulatory compliance, Risk management, Auditing, Collaboration, Communication skills, Critical thinking
Raymond James Ltd.
3+ YOERaymond James needs candidates with at least 3 years of estate and trust industry experience, ideally managing estate, trust and power of attorney accounts. Candidates need strong analytical, communication and collaboration skills, in-depth knowledge of estates and trusts law, and a university degree in a related field.
Regulatory compliance, Risk management, Auditing, Collaboration, Communication skills, Critical thinking
Raymond James Ltd.
5+ YOERaymond James asks for at least five years of estate and trust industry experience, in-depth knowledge of estate and trust law, and experience with high-net-worth clients. Candidates also need a university degree or equivalent, strong analytical and communication skills, and a STEP membership with TEP designation.
Collaboration, Financial statements, Regulatory compliance, Risk management, Auditing, Critical thinking
Scotiabank
Candidates need the Certificate of Estate and Trust Administration (CETA) from STEP Canada, strong client-focused relationship and portfolio management skills, and sound risk judgment. Experience in estate, trust, financial services or legal administration is an asset.
Regulatory compliance, Decision making, Risk management, Problem solving, Communication skills, Collaboration
Scotiabank
Candidates need proven client service and sales target experience, strong communication and negotiation skills, and knowledge of trusts, investments and taxation. Experience with professional administration (law, accounting, estate and trust) and Indigenous governance or cultural protocols is valued. NATOA or STEP membership is desirable.
Client relationship management, Forecasting, Sales, Risk management, Regulatory compliance, Taxation
Bank of Montreal (6), Raymond James Ltd. (4), Scotiabank (2), The Toronto-Dominion Bank (Canada) (1) and Royal Bank of Canada (1).
Postings most often mention communication skills, regulatory compliance, decision making, client relationship management, collaboration, sales, problem solving and presentation skills.
7 companies