Senior Private Trust Officer - Wealth Management
TD Bank Group
TD Bank Group is seeking a seasoned wealth professional in Windsor, Ontario, to manage high-net-worth client relationships within Private Wealth Management. You will develop bespoke advice plans, coordinate with trust and estate services, and collaborate across TD’s wealth partners to protect and transfer wealth according to client wishes.The role requires an undergraduate degree with 5+ years of experience and a history of working in a regulated financial environment.
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Private Trust Officer - Wealth Management in Winnipeg, MB vacancy
$85.5k - $185k per year
...Provide high quality customer service to BMO Trust Company customers to deliver an... ...all aspects of trust and estate account management and administration to ensure compliance.... ...us for personal and commercial banking, wealth management and investment services. As the...SeniorPrivatePart time- Manage complex trust relationships in Windsor with TD Private Wealth Management, applying estate expertise and client-focused relationship management.As a Trust Officer, you will manage existing and newly referred estate, trust, and agency accounts of varying complexity. You...SeniorPrivate
- BMO Trust Company in Canada seeks an experienced professional to provide high quality customer service and expert administration of trust... ...across Canada. You will collaborate with regional teams, manage accounts as liquidator or trustee, assess discretionary actions with...SeniorPrivate
- ...culture. PurposeScotiatrust’s Indigenous Wealth Solutions (IWS) team and Centre of... ...entities from coast to coast to coast. The Trust Officer, Indigenous Wealth Solutions, is a core member of the IWS team responsible for management of an account portfolio of varying size...SeniorPrivateImmediate start
- Indigenous Wealth Solutions Trust Officer roles are available anywhere in Canada, supporting fiduciary accounts through client service and account administration... ....At Scotiabank, this developing subject matter expert manages an account portfolio of varying size and complexity. The...Suggested
- Trust Officer in Edmonton managing fiduciary accounts, Indigenous client relationships, risk oversight and personalized trust services in office.Reporting... ...awareness and relationship management to Peace Hills Trust’s Edmonton-based Indigenous wealth services. #J-18808-LjbffrWork at office
$70k - $150k per year
...1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceJob description The Regional Support Manager, Estate and Trust has pan regional responsibilities and... ...accurate, and high-quality support to Trust Officers, internal business partners, and clients.The...PrivateContract workPart timeTraineeship$105k - $125k per year
...and we improve together. Solus Trust Company (ST) is an affiliate company of... ...Canadians seeking customized solutions to their wealth management needs. ST provides personal estate,... ...) and other financial institutions. Senior Trust OfficerHow does the role impact...SeniorFull timeFlexible hours$80k - $160k per year
...Ave, Suite 1900Job Family Group: Wealth Sales & ServiceProvides high quality sales and service to Trust & Estate clients to deliver an... ...of Trust & Estate account management and administration to ensure compliance... ...team. Makes recommendations to senior leaders on strategy and new...SeniorContract workPart timeShift work- Elevate your career at Cardinal Point Wealth Management as a Senior Private Wealth Manager in Toronto, Canada. This full-time, partially remote role is ideal for experienced professionals in wealth management and financial planning. We seek a dedicated Private Wealth Manager...SeniorPrivateFull timeRemote work
$240k - $260k per year
Job Description Summary Cardinal Point Wealth Management is seeking a career-oriented Senior Private Wealth Manager/Tax Director to join the team as we continue to grow. This is a full-time role located in Toronto for the ideal candidate, who has at least 15 years' experience...SeniorPrivateLong term contractFull timeInternshipWork at officeLocal area$96.9k - $136.8k per year
...Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $96,900 - $136,800 CAD TD... ...details for this role.Job Description TD Private Wealth Management takes a sophisticated and holistic... ...affects the industry and applies to Private Trust clientsLead, motivate and develop...PrivateWork from home- Elevate your career as a Senior Trust Officer at Solus Trust Company in Vancouver, BC. Leverage your expertise in managing estate and trust accounts while providing top-tier client service. In this vital role within the Trust Operations Team, you will report to the Associate...Senior
- Apply expert trust administration and estate management skills as a Senior Trust Officer serving BMO Trust Company customers. French and English fluency is required.This senior position manages trust, estate, and mandated accounts while delivering high-quality customer service...Senior
$200k - $220k per year
Job Description Summary Cardinal Point Wealth Management is seeking a career-oriented Private Wealth Manager & Portfolio Manager to join the team as we continue... ...investment management and international estate and trust planning while collaborating with Cardinal Point leadership...PrivateFull timeInternshipWork at officeLocal area- Apply trust and estate expertise at 595 Burrard Street while advising... ...and building sophisticated wealth relationships. Deliver holistic... ...-based sales and relationship management for prospective and existing... ...estate, tax, investment, and private banking opportunitiesDevelop proposals...Private
- Trust and estate expertise drives this advisory-based Wealth Advisor position at BMO, serving affluent and high-net-worth clients... ..., taxation, investment, and private banking knowledge. It also develops... ...internal experts across Wealth Management. The work supports complex...Private
- Advise affluent clients through trust, estate, and wealth solutions at BMO in Edmonton, using specialized expertise and relationship management.As a Trust and Estate Advisor, you will deliver... ..., power of attorney, tax, investment, private banking, and broader wealth management...Private
$105k - $130k per year
Peace Hills Trust is Canada’s largest and oldest First Nations-... ...With a network of eight regional offices, the company has $4.43 billion... ...Services, the Trust Officer manages a portfolio of trust accounts... ...communities protect and manage their wealth for today and for future...Long term contractTemporary workWork at office- Advise affluent clients through trust, estate, and wealth solutions at BMO Financial Group. Build relationships... ...a Trust and Estate Advisor, you will manage prospective and existing client... ...approachIdentify trust, estate, tax, investment, and private banking opportunitiesDevelop proposals,...Private
- Advise affluent clients through trust and estate expertise, relationship management, and customized wealth solutions at 10175 101 Street NW. Deliver holistic advice across... ...professional advisors. The work connects trust, estate, private banking, investments, taxation, and broader...Private
- Role Overview North Horizon is seeking a Manager/Senior Manager, Trust Administration to support the oversight of trust and estate structures and... ...with fiduciary obligations, legal requirements and long-term wealth preservation objectives. North Horizon is seeking a...SeniorPrivateLong term contract
$150k - $180k per year
## Private Wealth Manager/Portfolio ManagerApply: Partially Remote: Toronto, Canada: Full time: Posted Today: JR100475**Job Description... ...done correctly.* Research complex individual, corporate, and trust tax issues, and communicate actionable tax strategies and...PrivateFull timeRemote work- Lead cross-border wealth management in Toronto with Cardinal Point, applying investment management... ...communication in a hybrid setting.This full-time Private Wealth Manager and Portfolio Manager... ...will advise on investment, tax, estate, trust, and financial planning. The position...PrivateFull time
- Shape private wealth strategies in Toronto as an Associate Portfolio Manager, using investment counselling and relationship management for high net worth clients.Scotiabank... ...in good standingExperience managing individual, trust, estate, pension, foundation, and registered...Private
- ...initiatives in Toronto using P&L management, quantitative analysis, and scenario planning. Support TD Wealth leadership through integrated... ...and priority execution across Private Wealth Management. Partner... ...of business, Wealth National Office, and enterprise teams. Translate...PrivateWork at office
- Solus Trust Company, an affiliate of Raymond James Ltd., seeks a Senior Trust Officer to manage a book of estate and trust accounts, delivering premium service to partners and clients. You will report to the Associate Vice-President, Trust Operations and lead a team to ensure...Senior
- Company DescriptionHeritage Trust Company Inc. is a leading independent... ...committee, escrow, and family office services to clients across the... ...achieve long-term strategic, wealth, and family objectives.... ...-day responsibilities include managing client relationships, reviewing...Long term contractFull timeWork at office
- Cardinal Point Wealth Management is seeking a senior private wealth manager/portfolio manager to lead a team serving 200-300 households across Canada and the United States. Located in Calgary, Alberta, this full-time, exempt role emphasizes client leadership and cross-border...SeniorPrivateFull time
$55.5k - $120k per year
...Commercial Sales & ServiceProvides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their... ...opportunities.Delivers exceptional customer service that builds trust through expertise, responsive service and support.Develops and...PrivateLong term contract
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Trust Officer - Wealth Management. Be the first to apply!
Related searches
- senior disability case manager Winnipeg, MB
- senior hardware engineer Winnipeg, MB
- senior cook Winnipeg, MB
- amica senior lifestyles Winnipeg, MB
- senior building operator Winnipeg, MB
- senior project manager Winnipeg, MB
- senior communications Winnipeg, MB
- sr. IT support analyst Winnipeg, MB
- senior marketing Winnipeg, MB
- senior manager investigations Winnipeg, MB

