Trust Officer job in Calgary, AB with Cidel Trust Company, Alberta - alis
This permanent full time Trust Officer job from Cidel Trust Company is offering $95,000.00 annually for 40 hours per week.
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Job Details
Trust Officer
Employer
Cidel Trust CompanyDate Posted
January 27, 2026Languages
English-
Location Calgary, AB
-
Earnings $95,000.00 annually
-
Work Hours 40 hours per week
-
Position Permanent Full Time
-
Vacancies 1 Vacancy
-
Closing Date Feb 27, 2026
Job Requirements
Employer
Cidel Trust Company
Languages
English
Education
- College/CEGEP
- or equivalent experience
Work setting
Investment firm
Tasks
- Administer charitable or corporate trust funds
- Administer estate or personal trust funds
- Identify clients' financial goals and objectives
- Monitor client investments
- Analyze clients' financial records
- Develop financial plans for clients
- Arrange for sale of financial products and investments
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits
Computer and technology knowledge
MS Office
Area of specialization
- Financial planning
- Financial examination
- Investment underwriting
- Trust and estate administration
- Wealth management
- Accounting
Security and safety
Criminal record check
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Due diligence
Screening questions
- Are you authorized to work in Canada?
- Do you have experience working in this field?
Employment terms options
Morning
Experience
5 years or more
Employment terms options
Day
Workplace information
Hybrid
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
Group insurance benefits
Other benefits
Other benefits
Important notice: This job posting has been provided by an external employer.The Government of Alberta and the Government of Canada are not responsible for the accuracy, authenticity or reliability of the content.
Interest Codes & Abilities
The Trust Officer is part of the following larger National Occupational Classification (NOC).
Interest Codes
Financial Planners
- METHODICAL
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Interest in obtaining information from clients such as bank account records, pension plan and other employee benefit-package information, tax records, insurance policies and related documentation; may also arrange for sale of financial products and investments depending on licence held, and monitor portfolios to ensure quality and profitability
- INNOVATIVE
-
Interest in analyzing clients' financial records to set goals and develop financial strategies
- DIRECTIVE
-
Interest in consulting with clients concerning cash management, finances, insurance coverage, investments, retirement and estate planning and taxes and legal matters; and in helping to expand business and attract new clients
Reading Interest Codes
A Quick Guide
Abilities
Compared to my abilities
The abilities related to this job are shown along with your selected abilities.
Typical ability expectations for this job
Selected abilities
Mental Abilities
General Learning Ability
Verbal Ability
Numerical Ability
Visual Abilities
Spatial Perception
Form Perception
Clerical Perception
Physical Abilities
Motor Coordination
Finger Dexterity
Manual Dexterity
Interest Codes
Underwriters
- METHODICAL
-
Interest in obtaining information and documentation related to the underwriting of new issues of stocks, bonds and securities
- INNOVATIVE
-
Interest in analyzing regulations, terms and conditions to underwrite new issues of stocks and bonds and develop information brochures
- DIRECTIVE
-
Interest in negotiating with corporations and governments to determine the types and terms of new securities issued
Reading Interest Codes
A Quick Guide
Abilities
Compared to my abilities
The abilities related to this job are shown along with your selected abilities.
Typical ability expectations for this job
Selected abilities
Mental Abilities
General Learning Ability
Verbal Ability
Numerical Ability
Visual Abilities
Spatial Perception
Form Perception
Clerical Perception
Physical Abilities
Motor Coordination
Finger Dexterity
Manual Dexterity
Interest Codes
Mortgage Brokers
- METHODICAL
-
Interest in compiling information on clients' incomes, liabilities and assets, as well as type, price and condition of properties to be mortgaged; and in preparing mortgage applications
- INNOVATIVE
-
Interest in negotiating mortgages with lenders and officials of lending institutions
- DIRECTIVE
-
Interest in advising clients on availability, conditions and terms of mortgages
Reading Interest Codes
A Quick Guide
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