Executive Trust Officer

Description

:

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,beneficiariesand co-trustees.

In addition, you will:

Handle existing strategic accounts and opportunities thatrepresentthe business segments' largest accounts andassistwith businessdevelopment

Facilitate the integration of Trust products by clearly understanding client evolving needs andcircumstances

Work autonomously as the lead as well as closely with business partners to coach, guide and ensure all Trust needs areidentifiedandfulfilled

Solve problems and may lead others to solve or structure deals that are complex innature

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;maintainriskmanagement

Build comprehensive advice plans for clients through integrated knowledge of the Bank's other areas andstrategy

Uphold relationship management of the largest and technical clientaccounts

Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrativeservicesand partnerdocumentation

Anticipate,identifyand interpret emerging issues, market trends and evolving regulatory requirements to apply this knowledge to serve clients'needs

Participate fully as member of the team and provide thoughtleadership

Job Requirements :

Undergraduate degree with over 8 years of relevant work experience

Canadian Investment Regulatory Exam (CIRE)

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 communicationskills with ability work collaboratively and independently

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 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 95,000 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.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and ase 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.
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