JOB DESCRIPTION:

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 :
Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be a perfect for you. As Private Trust Client Service Associate , you will provide consistent administrative, analytical and service support to our Trust Officers and Private Trust Managers. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers.

In addition, you will:

• Support a designated relationship manager in meeting service commitments to Private Trust clients through highly personable communication and correspondence
• Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers
• Ensure accurate, organized and efficient service to external clients and internal colleagues and contacts reflects TD’s industry-leading high standards and guiding principles
• Efficiently handle and promptly respond to all incoming calls, questions and requests and / or direct to the appropriate person or area
• Support the Private Trust business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques
• Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross-functional team collaboration
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date

Job Requirements :

• Undergraduate degree
• Working towards or completion of the Canadian Securities Course (CSC)
• Working towards or completion of CETA (Certificate in Estate and Trust Administration)
• Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset
• Strong communication skills with the ability to work collaboratively, confidentially and independently, follow instructions/direction, and build relationships

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.

Please refer the Job description for details