Senior Private Trust Officer

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 will serve high-net-worth clients, beneficiaries, and co-trustees while contributing to a highly integrated wealth management team. The role requires professional expertise, discretion, and effective collaboration across TD.Key Responsibilities:
Manage estate, trust, and agency accounts of varying complexityBuild relationships with clients, beneficiaries, and co-trusteesCreate comprehensive advice plans for complex client needsIntegrate trust products and services with wealth partnersExercise judgment across tax, investment, and administrative needsRequirements:
Undergraduate degree and over five years of industry experienceWorking toward completing the Canadian Securities CourseAbility to communicate effectively and work collaborativelyTrust and Estate Practitioner designation progress is an assetProfessional designations such as MBA, CA, LLB, or CFA desirableApply your trust administration, estate planning, and relationship-management expertise serving high-net-worth clients at TD.
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