Senior Estate And Trust Advisor

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 370,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than 5 million members. Together we have over $100 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our EQ Bank platform ( eqbank.ca ) has been named the top Schedule I Bank in Canada on the Forbes World's Best Banks 2023, 2022, and 2021 lists.
Purpose Of The Position
The Senior Estate and Trust Advisor generates business development opportunities by qualifying leads and prospecting for estate, trust, power of attorney and agency solutions as well as providing relationship management support to onboard and service clients. This position works directly with referral sources and clients to build and maintain relationships, and to support their account needs.
Key Outcomes & Responsibilities
Sells and supports sales targets for estate, trust, power of attorney and agency solutions:

• Meets sales volume and profitability targets as identified in defined growth strategies
• Arranges and carries out one-on-one sales conversations and meetings with clients to assess needs, provides information on Concentra Trust solutions and takes all necessary steps to qualify the client
• Attends industry events to support business development activities and increase profile in the industry
• Maintains and builds upon an established Centre of Influence (COI) network of estate and trust professionals including relationships with investment managers, wealth management firms, financial services companies, credit unions, law firms, accounting firms and other referral sources to promote referrals for Concentra Trust solutions where appropriate
• Assists with presentations to internal and external audiences
• Responds to inquiries regarding potential estate, trust, power of attorney and agency opportunities

Delivers Relationship Management And Excellent Service To Clients

• Responds proactively to client needs and requests
• Ensures that established service standards are met or exceeded
• Monitors client satisfaction, assesses the scope of issues, and collaborates with other business units to implement resolutions
• Gains an understanding and knowledge of clients’ needs to effectively create value for the client in utilizing Concentra Trust services

Ensures the administration of assigned files is carried out in accordance with understood service guidelines, parameters and posted service standards for accuracy and timeliness.
Promotes Concentra Trust as the system expert in fiduciary solutions:
Technical Knowledge, Skills & Qualifications
Completion of a diploma, post-secondary degree or designation in a business or financial field
5 years progressive experience in the financial services/trust industry, including 3 years’ experience in sales and/or client relationship management role
Completion of STEP Designation or Certificate in Estate and Trust Administration (or agreement to enroll within 6 months of commencement)
Completion of financial services Designation such as Professional Financial Planner (PFP) or Certified Financial Planner (CFP) is a strong asset
Practical experience in estate, trust and power of attorney administration is also a strong asset
What we offer [For full-time permanent roles]
💰 Competitive discretionary bonus
✨ Market leading RRSP match program
🩺 Medical, dental, vision, life, and disability benefits
📝 Employee Share Purchase Plan
👶🏽 Maternity/Parental top-up while you care for your little one
🏝 Generous vacation policy, personal days and even a moving day
🖥 Virtual events to connect with your fellow colleagues
🎓 Annual professional development allowance and a comprehensive Career Development program
💛 A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
The incumbent will be working hybrid and in office time will be spent working from Equitable Bank’s additional office space located at 351 King Street East, Toronto, ON.
Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.
We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.
We can’t wait to get to know you!