Trust and Estate Associate Wealth

Position: Trust and Estate Associate at TD Wealth
Launch your career as a Trust and Estate Associate with TD Wealth in Sudbury, Ontario. Work closely with Indigenous clients and enhance relationships through expert trust management services.

As a Private Client Services Associate, you’ll partner with experienced Trust Officers to navigate complex trust accounts and deliver excellent client service. This role emphasizes maintaining confidentiality, accurate documentation, and the operational efficiency of Indigenous trust services. Ideal for those drawn to wealth management and Indigenous community support.

Key Responsibilities:

• Assist in managing Indigenous trust accounts

• Act as a point of contact for client inquiries

• Prepare necessary client documentation and reports

• Coordinate client meetings and follow-ups

• Ensure compliance with industry regulations

Requirements:

• Undergraduate degree or equivalent experience

• Completion or progress towards Canadian Securities Course

• Attention to detail with strong organizational skills

• Effective communication and relationship-building capabilities

• Commitment to supporting Indigenous clients and communities

Engage in meaningful work that enriches client lives and fosters relationships with TD Wealth’s Private Trust team.
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