Executive Trust Officer
- Full-time
Work Location:
Toronto Ontario CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$96900 - $136800 CADTD 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:
*Preferred Candidate Identified*
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advicesolutionsand service to clients.
Private Trust builds dynamic and long-lasting relationships withhigh net worthclients. Our highly integrated core team and other wealth partners work seamlessly together as ONE TD to help clients managepreserveor transfer wealth according to the clients wishes for future generations.
JobDescription :
Do you excel in managing a growing client base and complex Private Trust activities and referrals Then this is the job you are looking for. As Executive Trust Officer you will provide ongoing relationship management to clients receive new client referrals and service the most complex files. Key to your success in this role is building relationships with clientsbeneficiariesand co-trustees.
In addition you will:
Handle existing strategic accounts and opportunities thatrepresentthe business segments largest accounts andassistwith businessdevelopment
Facilitate the integration of Trust products by clearly understanding client evolving needs andcircumstances
Work autonomously as the lead as well as closely with business partners to coach guide and ensure all Trust needs areidentifiedandfulfilled
Solve problems and may lead others to solve or structure deals that are complex innature
Handle client referrals seamlessly between Private Trust to the Wealth Advisor
Actively manage all other relationships within and across various business lines to ensure controls and alignment with enterprise and regulatory requirements;maintainriskmanagement
Build comprehensive advice plans for clients through integrated knowledge of the Banks other areas andstrategy
Uphold relationship management of the largest and technical clientaccounts
Exercise care judgment and discretion involving a range of account management needs including tax investment administrativeservicesand partnerdocumentation
Anticipateidentifyand interpret emerging issues market trends and evolving regulatory requirements to apply this knowledge to serve clientsneeds
Participate fully as member of the team and provide thoughtleadership
JobRequirements :
Undergraduate degree with over 8 years of relevant work experience
Canadian Investment Regulatory Exam (CIRE)
Trust and Estate Practitioner (TEP) designation
Professional designations such as MBA CA LLB CFA (or other) desirable
Substantial knowledge in a complex field as well as of broader related areas
Strong communicationskills with ability work collaboratively and independently
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 deliver legendary customer experiences to 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 the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.
TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.
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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.
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 ObjetRequired Experience:
Unclear Seniority
Key Skills
Databases,Intelligence Targeting,Computer Skills,Intelligence Experience,Military Experience,QuickBooks,Law Enforcement,Constant Contact,Security,Event Marketing,Economic Development,Writing Skills
Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 96900 - 136800
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