Private Trust Client Service Associate

Pay Details

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Barrie, Ontario, Canada

37.5

TD Wealth

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

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.

We are seeking a Private Trust Client Services Associate to join our growing team. In this role, you'll partner with experienced Trust Officers to support the administration of complex trust accounts and help deliver the high-touch client experience that TD Wealth is known for. You'll gain exposure to sophisticated trust arrangements, meaningful client relationships, and a unique area of wealth management where your work has a lasting impact.

This is an excellent opportunity for someone who thrives in a relationship-focused environment, enjoys solving problems, has exceptional attention to detail, and is looking to build expertise in trust and estate administration.

• Support Trust Officers in the day-to-day administration of accounts and client relationships
• Serve as a key point of contact for clients, responding to inquiries and coordinating timely solutions
• Prepare, review, and maintain client documentation, account records, and correspondence with a high degree of accuracy and confidentiality
• Coordinate client meetings, follow-up activities, and ongoing relationship management initiatives
• Ensure service requests and account activities are completed efficiently while meeting regulatory and internal requirements
• Collaborate with internal partners across TD Wealth to deliver seamless client service and resolve complex issues
• Contribute to process improvements and help identify opportunities to enhance the client experience
• Stay current on trust industry developments, policies, and best practices to support clients and the broader team
• Support a collaborative team environment and contribute to the continued growth and success

• Undergraduate degree or equivalent experience
• Working towards or completion of the Canadian Investment Regulatory Exam (CIRE) preferred
• Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities
• Excellent communication and relationship-building skills with a client-first mindset
• Proven ability to work independently while collaborating effectively within a team environmen
• Sound judgment, professionalism, and the ability to handle confidential information with discretion
• A genuine interest in wealth management, trust administration, and supporting Indigenous clients and communities

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…