Ensures the administration of assigned files is carried out in accordance with understood service guidelines, parameters and posted service standards for accuracy and timeliness:

• Ensures new business acceptance procedures and adhered to
• Follows the terms set out in the trust indenture and/or applicable legislation
• Coordinates with trust administration (back office) staff to determine priorities
• Communicate with partner and client to set service standards

 

Promotes Concentra Trust and Equitable Bank:

 

• Works internally and externally to build relationships, show market relevance and provide value
• Builds, furthers and recognizes relationships within the department, the division, the company, as well as with clients and partners
• Supports process and organizational change, and contributes to implementation of changes affecting the department
• Develop opportunities to leverage EQ services to COI network

$50MM annually

• The position makes decisions on acceptable business that will directly impact the trust company’s’ reputation, risk and revenue. The job is empowered to make decisions and seek final approval from the business
• The role grows immediate revenue and deferred business to impact future revenue
• The position has direct contact with high-net-worth clients and Centres of Influence outside of EQB that will engage Concentra Trust for immediate and future business by negotiating terms and influence decisions
• The position is responsible for training partners and being a subject matter expert for credit unions and investment advisory firms
• The position manages their personal annual objectives to grow immediate revenue which is part of the overall revenue growth for the business
• As the position caters to a niche market, the position must adopt to industry changes in legislation, taxation and court decisions that directly impacts the market and must pivot and develop new ideas and action plans that will manage internal and reputation risk The individual works and grow relationships with the estate and trust operations team to further create a holistic relationship with referral sources
• The individual deals with sensitive personal client situations and is called upon to provide empathy and solutions
• While working with clients, the individual creates holistic solutions for clients based on their immediate and future needs
• The individual must demonstrate self-confidence and self-awareness working with affluent Canadians to create and develop a relationship with the client
• As incentives are tied to results, the individual must be self-motivated to meet or exceed annual objectives
• The individual is called upon to create and provide proposals to COI based on the accuracy of the information obtained
• The individual must have a deep understanding of the industry and the impact of the services provided.
• The individual must be flexible and know how to “think outside of the box” to create the optimal client solution
• The individual works with internal and external partners.
• The individual retains and grows relationship and grows it’s network to further their referral source

 

Job Complexities / Thinking Challenges

• The incumbent must develop and execute effective business development strategies to achieve targets
• Building and maintaining strong relationships with various stakeholders that affect the business activities.
• The incumbent must be flexible and be able to think outside the box to create innovative and optimal solutions for clients
• Requires effective communication skills to provide exceptional client experience
• Be updated with current industry trends and able to partner and train other peers within the business.
• Has industry network and ability to further grow network

 

Physical Demands / Working Condition

The position requires travel to client meetings, host client events, present to partners and their clients networking events.  The position acts as a subject matter expert for Wealth partners when presenting to their clients. The position secures and manages their own sales flow. Grow and maintain relationships to develop new business connections. The position is the first point of contact and must provide an exceptional client experience at the front end. The position must be available to present value proposition in court proceedings.