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Trust Officer - Remote

Posted 3 days ago
Finance / Legal
Full Time
Canada
$76,800 - $115,200 CAD/year

Overview

The Trust Officer at TD Private Wealth Management is responsible for managing estate, trust, and agency accounts, providing personalized advice and solutions to high net worth clients.

In Short

  • Manage existing and newly referred estate, trust, and agency accounts.
  • Build and maintain relationships with clients, beneficiaries, and co-trustees.
  • Create comprehensive advice plans for clients with complex needs.
  • Understand the competitive landscape and regulatory environment.
  • Develop relationships with internal and external partners.
  • Facilitate integration of Trust products and services.
  • Exercise judgment in account management needs.
  • Stay ahead of emerging issues and trends.
  • Participate in team development and provide thought leadership.
  • Support TD's commitment to customer experience and colleague growth.

Requirements

  • Undergraduate degree with over 5 years of industry experience.
  • Working towards Canadian Securities Course (CSC).
  • Trust and Estate Practitioner (TEP) designation is an asset.
  • Professional designations such as MBA, CA, LLB, CFA desirable.
  • Ability to work collaboratively and communicate effectively.

Benefits

  • Competitive salary and variable compensation.
  • Health and well-being benefits.
  • Savings and retirement programs.
  • Paid time off and banking benefits.
  • Career development and mentoring programs.
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Meloche Monnex

The Toronto-Dominion Bank (TD) is one of the world's leading global financial institutions and the fifth largest bank in North America by branches. With a commitment to delivering legendary customer experiences, TD serves over 27 million households and businesses across Canada, the United States, and globally. The bank employs more than 95,000 colleagues who are dedicated to enriching the lives of customers, communities, and each other. Guided by the vision to 'Be the Better Bank,' TD focuses on innovation and enhancing customer experience while providing growth opportunities and skill development for its employees. The bank is also committed to diversity, equity, and inclusion, fostering an environment where all colleagues can thrive and contribute to a more sustainable future through initiatives like the TD Ready Commitment.

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