Executive Trust Officer - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Executive Trust Officer:

BR

Job Category - Primary

Wealth Management

Work Location

2 St Clair Avenue East Corporate

Employment Type

Regular

City

Toronto

Time Type

Full Time

Province/State

Ontario

Hours

37.5

Workplace Model

Hybrid

Pay Details

Department Overview

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 Details

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
Participate fully as member of the team and provide thought leadership

Job Requirements

Undergraduate degree with over 8 years of relevant work experience
Canadian Securities Course (CSC)
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

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth.

Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package

Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity.

Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team.

Our teams work in one of thr