Executive Trust Officer - Vancouver, Canada - TD Bank

TD Bank
TD Bank
Verified Company
Vancouver, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description

TD Description
Stay current and competitive. Carve out a career for yourself. Grow with us.


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.
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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 a
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Trust Officer or
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Executive 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 cotrustees, 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

Additional Information

  • Our Private Trust team is hiring for an experience Trust Officer or Executive Trust Officer to join our team in 2023, we look forward to reviewing your qualifications

Inclusiveness


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.


Job Family

  • Private Trust

Job Category - Primary

  • Wealth Management

Job Category(s)

  • Wealth Management

Hours

  • 37.5

Business Line

  • TD Wealth

Time Type

  • Full Time

Employment Type

  • Regular

Country

  • Canada

Province/State (Primary)

  • British Columbia

City (Primary)

  • Vancouver

Work Location

  • Pacific Centre 700 West Georgia Street Corporate

Job Expires

  • 03Jan2023
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