Trust Officer
The Toronto-Dominion Bank (Canada)
Location and Compensation
Work Location: Burlington, Ontario, Canada • Hours: 37.5 • Salary: $81,600 – $115,200 CAD
Position Overview
Private Trust Trust Officer – responsible for managing existing and newly referred estate, trust, and agency accounts, building and maintaining trusted relationships with clients, beneficiaries and co‑trustees, and ensuring high‑value clients receive seamless service delivery.
Key Responsibilities
- 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 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 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 understanding client needs and goals, working closely with other business and wealth partners to ensure all needs are met.
- Exercise care, judgment and discretion in account management, including tax, investment, administrative services and partner documentation.
- Stay ahead of emerging issues, trends and evolving regulatory requirements; provide thought leadership to the team.
Qualifications
- Undergraduate degree with over five years of industry experience.
- Working towards completion of the Canadian Investment Regulatory Exam (CIRE).
- Working towards fulfillment of the Trust and Estate Practitioner (TEP) designation is an asset.
- Professional designations such as MBA, CA, LLB, CFA (or other) desirable.
- Completion or enrollment in STEP Canada – Investment Basics for Fiduciaries would be considered an asset.
- Ability to work collaboratively and communicate effectively.
Equal Employment Opportunity
TD is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment.
#J-18808-LjbffrVacancy posted 8 days ago
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