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Trust Associate Jobs in Pickering, ON (NOW HIRING)

Sales Associate

Woodbridge, ON

CA$60K - CA$65K/yr

  • Medical

  • Retirement

  • PTO

Sales Associate - Construction Industry Tremco Construction Products Group brings together Tremco ... Savings and Trust & Plan with company match, Company Pension Plan, Performance Based Bonus ...

Sales Associate

Woodbridge, ON

CA$60K - CA$65K/yr

  • Medical

  • Retirement

  • PTO

Sales Associate - Construction Industry Tremco Construction Products Group brings together Tremco ... Savings and Trust & Plan with company match, Company Pension Plan, Performance Based Bonus ...

Sales Associate

Woodbridge, ON

CA$60K - CA$65K/yr

  • Medical

  • Retirement

  • PTO

Sales Associate - Construction Industry Tremco Construction Products Group brings together Tremco ... Savings and Trust & Plan with company match, Company Pension Plan, Performance Based Bonus ...

Sales Associate

Woodbridge, ON

CA$60K - CA$65K/yr

  • Medical

  • Retirement

  • PTO

Sales Associate - Construction Industry Tremco Construction Products Group brings together Tremco ... Savings and Trust & Plan with company match, Company Pension Plan, Performance Based Bonus ...

Sales Associate

Woodbridge, ON

CA$60K - CA$65K/yr

  • Medical

  • Retirement

  • PTO

Sales Associate - Construction Industry Tremco Construction Products Group brings together Tremco ... Savings and Trust & Plan with company match, Company Pension Plan, Performance Based Bonus ...

Sales Associate

Woodbridge, ON

CA$60K - CA$65K/yr

  • Medical

  • Retirement

  • PTO

Sales Associate - Construction Industry Tremco Construction Products Group brings together Tremco ... Savings and Trust & Plan with company match, Company Pension Plan, Performance Based Bonus ...

With a decade of experience in the business, we've developed special relationships with trusted and ... Associate Designer As our new Associate Designer, your primary goal is to wear several hats as our ...

Associate Creative Director, Art Who We Are Looking For VML is seeking an Associate Creative ... You will elevate the conceptual craft of the agency, build trusted relationships with clients, and ...

Production Associate Address: 711 Rivermede Road, Concord, ON Shift: Morning, Afternoon or Night ... We produce and distribute more than 1,000 products across; 18 brands Canadians know and trust, like ...

Sales Associate (Ontario) About 1Valet 1Valet is a Canadian technology company transforming the way ... You will act as a highly responsive, informed trusted advisor who serves as the vital bridge ...

Sales Associate (Ontario) About 1Valet 1Valet is a Canadian technology company transforming the way ... You will act as a highly responsive, informed trusted advisor who serves as the vital bridge ...

Associate Creative Director, Copy About the Role We are seeking an Associate Creative Director ... build trusted relationships with our clients. Key Responsibilities * Drive Creative Excellence:

Sanitation Associate Address: 711 Rivermede Road, Concord, ON Shift: Saturday and Sunday (7:30 AM ... We produce and distribute more than 1,000 products across; 18 brands Canadians know and trust, like ...

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Trust Associate information

See Pickering, ON salary details

$12

$19

$32

How much do trust associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for trust associate in Pickering, ON is $19.76, according to ZipRecruiter salary data. Most workers in this role earn between $15.20 and $22.01 per hour, depending on experience, location, and employer.

What is the difference between Trust Associate vs Trust Analyst?

AspectTrust AssociateTrust Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related fieldUsually requires a bachelor's degree, often with additional certifications like CFA or CPA
Work EnvironmentBanking or trust company setting, client-facing rolesFinancial institutions, investment firms, focusing on analysis and reporting
Employer & Industry UsageCommon in trust departments of banks and financial servicesFound in asset management firms, banks, and trust companies
Search & Comparison IntentPeople comparing entry-level trust rolesIndividuals seeking detailed analysis or reporting positions

Trust Associates typically handle client onboarding, account management, and administrative tasks within trust departments. Trust Analysts focus more on financial analysis, reporting, and investment research related to trusts. While both roles require similar educational backgrounds, Trust Analysts often have additional certifications and a stronger emphasis on financial analysis skills.

What are the key skills and qualifications needed to thrive as a trust associate, and why are they important?

To thrive as a Trust Associate, you need a solid understanding of trust administration, financial principles, and relevant legal regulations, often supported by a degree in finance, business, or law. Familiarity with fiduciary accounting software, trust management platforms, and knowledge of industry certifications such as CTFA are commonly required. Strong attention to detail, discretion, and effective communication skills help build client trust and ensure accurate management of sensitive information. These competencies are crucial for safeguarding client assets, maintaining compliance, and delivering high-quality service in trust administration.

What is a trust associate?

Trust Associates are professionals who assist in the administration and management of trusts, estates, and fiduciary accounts. They typically work at banks, trust companies, or law firms, supporting trust officers in tasks such as opening accounts, maintaining records, processing transactions, and ensuring compliance with legal and regulatory requirements. Trust Associates also communicate with clients, beneficiaries, and other stakeholders, helping to coordinate the distribution of assets and resolve related inquiries. Their work is essential in ensuring that trusts are managed efficiently and according to the wishes of the grantor.

What are some typical challenges a trust associate may face in managing client accounts?

A Trust Associate often manages multiple client accounts simultaneously, which can present challenges in balancing attention to detail with timely execution of tasks. Common hurdles include navigating complex legal and regulatory requirements, coordinating with internal teams such as legal, tax, and investment professionals, and responding promptly to client inquiries. Staying organized and maintaining clear communication are crucial for ensuring fiduciary responsibilities are met and for building strong client relationships. Over time, these challenges help Trust Associates develop a comprehensive understanding of wealth management and estate planning.

What cities near Pickering, ON are hiring for Trust Associate jobs?

Cities near Pickering, ON with the most Trust Associate job openings:

Infographic showing various Trust Associate job openings in Pickering, ON as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 31% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,102 per year, or $19.8 per hour.

Associate Financial Advisor

Royal City Recruitment

Bradford, ON

CA$60K - CA$70K/yr

Full-time

PTO

Re-posted 26 days ago


Job description

Associate Financial Advisor

  • Compensation: 60,000 - $70,000 + commissions.
  • Working Model: Schomberg office- In office
  • Vacation
  • Benefits

About the Opportunity:

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.

This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth however will have a primary focus on Mutual Funds.

How you will create impact:
  • Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
  • Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
  • Proactively complete client reviews focusing on life and wealth management products.
  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
  • Complete front-line risk assessment and selection, following underwriting guidelines.
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
  • Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
Licencing Requirments:
  • Mutual Fund Licence is required.
  • Life License is required or working towards.
  • General or other Insurance License(s) may be required depending on the specialty focus for the role.
  • Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • A minimum of two (2) years sales experience.
  • Knowledge of insurance & investment products.

Performance of Core Functions:

  • Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
  • Strong contribution to achievement of the agency goals
  • Contribution to achievement of multi-line client targets
  • Strong commitment to ongoing personal and professional development
  • Level of customer satisfaction as measured through client feedback
  • Demonstration of client needs analysis through commitment to use of financial security planning tools
  • Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
  • Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
  • Work independently and effectively use and apply the resources available

Impact on the Organization:

  • Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
  • Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
  • Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
  • Associate Life/Wealth Insurance Advisors are the face of the organization to our clients

What you need to know:

  • You will be subject to a criminal and credit check as a condition of employment, in the event you are the successful candidate