[Hiring] Trust Officer @First Nations Bank of Canada

Role Description

The Trust Officer will be responsible for delivering high quality, ethical trust client services. You will prepare client meeting agendas and materials, and record minutes in an accurate, efficient and timely manner, keeping us on track, on time and on good terms with our valued clients.

This full-time permanent position can be remote anywhere in Canada, or a 'hybrid'. This opportunity can be based either out of our Saskatoon Head Office, Vancouver, British Columbia office (both locations are situated on First Nations Land), or our Winnipeg, Manitoba office.

Here's What You’ll Be Doing

• Act as the central point of contact for your assigned clients, often traveling to various trust related meetings.
• Provide a best in class and compliant client experience to trustees, Leadership, and Members.
• Work closely with the FNB Trust team including the Trust Legal Officer, the FNB Trust Client Operations team, the Senior Trust and Client Operations Officer and any FNBC and FNB Trust support staff.
• Oversee the preparation of client trustee and/or Leadership meeting agendas and packages and ensure the minutes are taken and finalized in alignment with FNB Trust minute guidelines and templates.
• Oversee the timely and accurate preparation of client presentations, quarterly and annual reports, communications to Members and any other correspondence needed for servicing your assigned clients.
• Provide trust-related training to clients including Trustees, Leadership and Membership.
• Oversee the review and execution of client investment advisor and investment manager contracts, along with client investment policies.
• Limit risk exposure by ensuring that Trust client services are carried out proactively and in compliance with defined policies/procedures, audit and internal control standards.
• Maintain expert knowledge of legislative, administrative and economic issues that impact the management of your accounts and demonstrate an ability to communicate on a broad range of legal and financial issues with clients and their advisors, with particular proficiency in trust legal and regulatory frameworks.
• Abide by FNB Trust’s and FNBC’s policies and procedures especially related to avoiding conflicts of interest, privacy and confidentiality and data management, filing and naming conventions.
• Participate in intra and inter-departmental meetings as requested.

Qualifications

• Undergraduate degree in business administration.
• Professional and/or industry accreditation, in addition to a business administration degree, is preferred but not required, such as CPA, CFA or CIM.
• Advanced level of fluency in using Excel, Word and PowerPoint.
• Minimum of 3-5 years of related experience.
• Proven success in Indigenous client relationship management.

Requirements

• The posting will remain open until October 16, 2026.
• Preference will be given to Indigenous peoples who are recognized members or descendants of First Nations, Métis, or Inuit peoples Indigenous to Canada.