Trust Officer
Job Location:
Burlington - Canada
Monthly Salary:
Posted on:
Vacancies:
Job Summary
Work Location:
Burlington Ontario CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$81600 - $115200 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.
As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advicesolutionsand service to clients.
Private Trustbuilds dynamic and long-lasting relationships withhigh net worthclients. Our highly integrated core team and other wealth partners work seamlessly together as ONE TD to help clients managepreserveor transfer wealth according to the clients wishes for future generations.
JobDescription :
Do you enjoy and excel in providing seamless service delivery to high value clients Do your relationship skills and knowledge set you apart and instill great confidence in clients and colleaguesIf so then we have a role for you.AsTrust Officer you will manage existing and newly referred estatetrustand agency accounts of varying complexity. You will thrive building andmaintainingtrusted relationships with clientsbeneficiariesand co-trustees.
In addition you will:
Build andmaintainrelationships with clientsbeneficiariesand co-trustees with responsibility for client profiling toidentifyandanticipateneeds and manage sales and referrals.
Create andmaintaina comprehensive advice plan for clients with complex needs andpossessthe requisite skills to advise in niche areas where appropriate.
Possess a deep understanding of the business competitivelandscapeand the economic and legal/regulatory environment particularly as it affects the industry and applies to 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 working carefully to understand client needs and goals and by working closely with other business and wealth partners to ensure all needs are met.
Exercise care judgment and discretion involving a range of account management needs including tax investment administrativeservicesand partner documentation.
Stay ahead of emerging issues trends and evolving regulatory requirements;participatefully as member of the team provide thought leadership in role and to the team
JobRequirements :
Undergraduate degree with over 5 years of industry experience
Working towards completion of Canadian Investment Regulatory Exam (CIRE)
Working towards fulfillment of 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
Who We Are:
TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.
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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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.
If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.
Interview Process
Well 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 youd 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 (Quebec only):
Sans ObjetRequired Experience:
Unclear Seniority
