Trust Officer

Job Responsibility:

Work Location:

Edmonton, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

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This role is responsible for providing ongoing management of existing and newly referred estate, trust and agency accounts of varying complexity. Building and maintain relationships with clients, beneficiaries and co-trustees.

KEY ACCOUNTABILITIES

CUSTOMER

• Facilitate the integration of Trust products by clearly understanding the evolving needs and circumstances of the clients and by working closely with business partners to ensure all Trust needs are identified and fulfilled
• Build and maintain relationships with existing clients, beneficiaries and co-trustees, with responsibility for client profiling to identify/anticipate needs of clients and their families, and manage sales and referrals
• Ensure identified prospective PT clients receive the PT services they require and refer other opportunities to TDBG and Wealth partners
• Relationship management of a group of accounts and clients involving professional practice and the exercise of judgment in discretionary matters and supervision of tax, investment and administrative services provided by internal partners
• Creating a comprehensive advice plan for clients with complex needs and possesses the requisite skills to advise in niche areas where appropriate
• Ensure each client is provided a legendary client experience by including a strong and sustainable client contact routine

SHAREHOLDER

• Implement sales strategies to retain clients, sales opportunities and referrals in order to increase profitability and enable business growth
• Support the growth of the center's book of business by acting as a specialist resource for PWM Partners
• Identify opportunities within the existing book of clients to refer to Wealth, Commercial and other parts of TDBG
• Identify, suggest and actively participate in process improvement opportunities
• Actively manage relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Provide thought leadership and/ or industry knowledge for own area of expertise and participate in knowledge transfer within the team and business unit
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
• Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
• Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand ambassador for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

• Professional role requiring in-depth knowledge / expertise in own domain / field of specialty and working knowledge of broader related areas
• Applies business and financial principles to improve delivery of the products and services provided
• Possesses a deep understanding of the business, the competitive landscape, and the economic and legal/regulatory environment affecting the industry and client segment
• Provide client relationship management of an assigned client portfolio; serves as a segment or product expert
• Leads the identification and management of accounts across a product or client segment
• Reports to Private Trust Manager

EXPERIENCE & EDUCATION

• Undergraduate degree
• 5+ years of industry experience
• Working towards completion of Canadian Securities Course
• Working towards completion of TEP - Trust & Estate Practitioner an asset
• Professional Designations such as MBA, CA, LLB, CFA etc. are desirable, however are not required

Who We Are:

TD is one of the world's 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 95,000 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 you've 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, we're 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: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're 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 you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll 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 we're committed to helping you identify opportunities that support your goals.

Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process We'll 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 you'd 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:

N/A.