Agent Fiduciaire Exécutif

$96.9k - $136.8k per year

TD Bank Group

Ottawa, ON

# Agent Fiduciaire ExécutifPostuler: Sur place: Ottawa, Ontario: Temps plein: Publié aujourd'hui: Date de fin : 10 octobre 2026 (Il reste 14 jours pour postuler): R\\_1490588**Lieu de travail :**Ottawa, Ontario, Canada**Horaire :**37.5**Secteur d’activité :**Gestion de patrimoine TD**Détails de la rémunération :**$96,900 - $136,800 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.**Description du poste :**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 Trust builds 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 client's wishes for future generations.**Job Description:**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 clients, beneficiaries and co-trustees.In addition, you will:* Handle existing strategic accounts and opportunities that represent the business segments' largest accounts and assist with business development* Facilitate the integration of Trust products by clearly understanding client evolving needs and circumstances* Work autonomously as the lead as well as closely with business partners to coach, guide and ensure all Trust needs are identified and fulfilled* Solve problems and may lead others to solve or structure deals that are complex in nature* 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; maintain risk management* Build comprehensive advice plans for clients through integrated knowledge of the Bank's other areas and strategy* Uphold relationship management of the largest and technical client accounts* Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrative services and partner documentation* Anticipate, identify and interpret emerging issues, market trends and evolving regulatory requirements to apply this knowledge to serve clients' needs* Participate fully as member of the team and provide thought leadership**Job Requirements:*** 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 communication skills with ability work collaboratively and independently
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Vacancy posted 14 hours ago

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