Director, Indigenous Trust

Role Overview

• Provides high quality sales and service to Indigenous Trust clients
• Provides technical expertise for all aspects of Trust account management and administration
• Works collaboratively within the regional and national team
• Identifies and makes referrals to other business groups as appropriate
• Oversees a book of Indigenous Trust business in Ontario and Eastern Canada
• There is an ongoing requirement for travel to visit Indigenous Trust clients
• Oversees the provision of content and marketing materials for new business proposals
• Ensures new business meets policy and procedures requirements for profitability and risk management
• Identifies opportunities to grow existing relationships and develop new business
• Makes presentations to clients/prospects
• Manages trust or agency accounts in the role of trustee
• Acts as the Relationship Manager to assigned clients
• Makes recommendations to senior leaders on strategy and new initiatives
• Acts as a subject matter expert on relevant regulations and policies
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals
• Helps determine business priorities and best sequence for execution of business/group strategy
• Builds effective relationships with internal/external stakeholders
• Ensures alignment between stakeholders
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations
• Monitors and tracks performance, and addresses any issues
• Produces regular and ad-hoc reports, and updates dashboards
• May provide specialized support for other internal and external regulatory requirements
• Leads/participates in the design, implementation and management of core business/group processes
• Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required
• Identifies business needs, designs/develops tools and training programs

Requirements

• Typically 7+ years of relevant experience
• Post-secondary degree in related field of study or equivalent combination of education and experience
• Bachelor’s degree in Finance or related legal or accounting field preferred
• In-depth / expert knowledge of Trust Administration processes and procedures
• In-depth / expert knowledge of Trust Tax, Trust Accounting and Investment Management
• In-depth / expert knowledge of fiduciary laws including trust planning techniques, relevant tax regulations.
• Verbal & written communication skills
• In-depth / Expert
• Analytical and problem solving skills
• In-depth / Expert
• Influence skills
• In-depth / Expert
• Collaboration & team skills; with a focus on cross-group collaboration
• In-depth / Expert
• Able to manage ambiguity.
• Data driven decision making
• In-depth / Expert

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans