Trust Officer

at  TD Bank

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.
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 colleagues? If so, then we have a role for you. As Trust Officer , you will manage existing and newly referred estate, trust and agency accounts of varying complexity. You will thrive building and maintaining trusted relationships with clients, beneficiaries and co-trustees.
In addition, you will:
Build and maintain relationships with clients, beneficiaries and co-trustees, with responsibility for client profiling to identify and anticipate needs and manage sales and referrals
Create and maintain a comprehensive advice plan for clients with complex needs and possess the requisite skills to advise in niche areas where appropriate
Possess a deep understanding of the business, competitive landscape and 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, administrative services and partner documentation
Stay ahead of emerging issues, trends and evolving regulatory requirements; participate fully as member of the team, provide thought leadership in role and to the team

JOB REQUIREMENTS :

Undergraduate degree with over 5 years of industry experience
Working towards completion of Canadian Securities Course (CSC)
Working towards fulfillment of Trust and Estate Practitioner (TEP) designation is an asset
Professional designations such as MBA, CA, LLB, CFA (or other) desirable
Ability to work collaboratively and communicate effectively

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