Private Trust Client Service Associate

Work Location:

Ottawa Ontario Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52700 - $74400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice solutions and service to clients.

Private Trustbuilds dynamic and long-lasting relationships with high-net-worth clients. Our highly integrated core team and other wealth partners work seamlessly together as ONE TD to help clients manage preserve or transfer wealth according to the clients wishes for future generations.

Job Description:

Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager If so then this can be perfect for you. AsPrivate Trust Client Service Associate you will provide consistent administrative analytical and service support to our Trust Officers and Private Trust Managers. Just as importantly you will serve as a secondary contact for the clients of these relationship managers.

In addition you will:

• Support a designated relationship manager in meeting service commitments to Private Trust clients through highly personable communication and correspondence

• Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers

• Ensure accurate organized and efficient service to external clients and internal colleagues and contacts reflect TDs industry-leading high standards and guiding principles

• Efficiently handle and promptly respond to all incoming calls questions and requests and / or direct to the appropriate person or area

• Support the Private Trust business by continually improving professional knowledge and keeping current on trends and developments tools and techniques

• Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross-functional team collaboration

• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date

Job Requirements:

• Undergraduate degree

• Working towards or completion of the Canadian Securities Course (CSC)

• Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset

• Strong communication skills with the ability to work collaboratively confidentially and independently follow instructions/direction and build relationships

• Strong organization skills detail oriented and able to multi-task and prioritize workload

• Experience in financial services and/or a legal environment; interest in building a career in Private Trust services (trust and estate administration) is an asset.

Who We Are:

TD is one of the worlds 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 95000 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. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 youre 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.

Were 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 youve got everything you need to succeed in your new role.

Interview Process
Well 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 youd 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

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 52700 - 74400