Trust & Family Office Advisor

Parkside Financial Bank & Trust • Quinte West, ON

2d • Onsite

About The Position

Parkside Financial Bank & Trust, founded in 2007, is an independent partner for successful families and privately held businesses, offering integrated banking, commercial lending, trust, and family office services. With $1 billion in bank assets and approximately $3.6 billion in Trust & Family Office assets under management, the company has grown significantly and is recognized as a Top Workplace. Parkside is seeking a motivated and experienced advisor to join its Trust & Family Office division. This role involves providing comprehensive wealth advisory services, managing client relationships, and collaborating with internal and external specialists to meet client financial objectives.

Requirements

• Minimum of 5 years of experience delivering advisory services to affluent clients.
• Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related).
• Experience growing and establishing client relationships and assets.
• Financial services certification such as CFP®, CFA®, ChFC®, CIMA® or similar.
• Continue financial services education.
• Motivated self-starter.
• Detail oriented and highly organized.
• Able to multi-task and prioritize to meet deadlines.
• Able to work both independently and as an integral part of a team.
• High professional standards and sound judgement.
• Able to focus on key priorities and thrive in a complex and ever-changing environment.
• Strong work ethic.
• Stable under pressure or stress.
• Willingness to learn and contribute to company’s financial growth and profitability.
• A professional designation (e.g. CFP®, CFA®, ChFC®, or similar).
• A minimum of 10 years of experience in the financial industry, including at least 5 years of direct client advisory experience.

Responsibilities

• Maintain and expand existing client relationships ensuring the successful transition and retention of clients.
• Prepare and conduct regular portfolio review meetings to assess performance, confirm risk tolerance, cash flow planning and due diligence.
• Develop new business, expand existing relationships and retain current clientele.
• Build & cultivate a network of referral sources to expand business development opportunities.
• Provide comprehensive wealth advisory services to a diverse clientele.
• Anticipate client’s needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives.
• Collaborate with in-house specialists experienced in estate planning, retirement planning, tax and insurance.
• Evaluate financial portfolios, goals, objectives and cash-flow needs, and mitigate risk for a tailored approach.
• Evaluate and rebalance portfolios as needed.
• Prepare and deliver comprehensive aggregated account information encompassing all client assets.
• Collaborate with analysts to prepare and present detailed client reviews.
• Work closely with client’s external professional advisors to mitigate income and estate taxes.
• Analyze client’s entire financial portfolio to identify risks and opportunities.
• Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth.
• Collaborate with Trust & Family Office colleagues to ensure the highest level of service.

Benefits

• Competitive salary with bonus
• Medical, dental, and vision insurance
• 401k Plan + Employer Match
• Employee Stock Options
• Paid 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment
• 12-week Paid Maternity Leave
• Tuition Reimbursement
• Employee charitable giving support
• Company-paid parking

What This Job Offers

• Job Type: Full-time
• Career Level: Senior