Trust Officer

Description

:

Do you enjoy and excel in providing seamless service delivery to high value clients? Do your relationship skills and knowledge set you apart and instill great confidence in clients and colleagues? If so, then we have a role for you. As Trust Officer, you will manage existing and newly referred estate, trust and agency accounts of varying complexity. You will thrive building and maintaining trusted relationships with clients, beneficiaries and co-trustees.

In addition, you will:

• Build and maintain relationships with clients, beneficiaries and co-trustees, with responsibility for client profiling to identify and anticipate needs and manage sales and referrals

• Create and maintain a comprehensive advice plan for clients with complex needs and possess the requisite skills to advise in niche areas where appropriate

• Possess a deep understanding of the business, competitive landscape and the economic and legal/regulatory environment, particularly as it affects the industry and applies to Private Trust clients

• Lead, motivate and develop relationships with internal and external business partners to develop, sustain and model highly productive working relationships and contribute to team development

• Facilitate the integration of Trust products and services by working carefully to understand client needs and goals and by working closely with other business and wealth partners to ensure all needs are met

• Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrative services and partner documentation

• Stay ahead of emerging issues, trends and evolving regulatory requirements; participate fully as member of the team, provide thought leadership in role and to the team

Job Requirements :

• Undergraduate degree with over 5 years of industry experience

• Working towards completion of Canadian Securities Course (CSC)

• Working towards fulfillment of Trust and Estate Practitioner (TEP) designation is an asset

• Professional designations such as MBA, CA, LLB, CFA (or other) desirable

• Ability to work collaboratively and communicate effectively

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet