Associate Trust Officer

Work Location:

London, Ontario, Canada.

Hours:

37.5. Line of Business: TD Wealth.

Pay Details: $59,500 - $84,000 CAD.

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 Wealth Private Wealth Management works with high-net-worth individuals and families to help them protect, manage, and transition their wealth across generations. Within Private Trust, our professionals become trusted partners to clients during some of the most important and complex moments in their lives. As an Associate Trust Officer, you’ll have the opportunity to combine your legal, estate, trust, or client-service experience with the depth and reach of TD Wealth.

You’ll work alongside experienced Trust professionals, manage your own select portfolio, participate in client conversations, and build expertise in estate and trust administration. For someone coming from a paralegal, law clerk, estate administration, or Private Trust background, this role offers an opportunity to take that experience further, develop direct relationships with high-net-worth clients and families, and build toward a future Trust Officer position.

• Administer a select portfolio of estate, trust, and agency accounts.
• Build trusted relationships with clients, families, beneficiaries, and co-trustees.
• Work alongside experienced Trust professionals on increasingly complex client matters.
• Participate in client meetings and develop practical expertise in trust and estate solutions.
• Anticipate client needs and connect clients with broader TD Wealth expertise where appropriate.
• Deliver a consistently high-quality, personalized client experience.
• Support the retention and growth of Private Trust relationships.
• Identify and appropriately escalate complex or higher-risk matters.
• Maintain strong operational, regulatory, and risk-management practices.

• Undergraduate degree or College diploma preferred
• 2+ years of relevant experience, which may included:
  Private Trust, estate administration, paralegal, law clerk, or similar experience.
• Certificate in Estate and Trust Administration (CETA) - Completed or pursuing considered strong asset, but not required.
• Trust and Estate Practitioner (TEP) - completion, pursuing, or interest in pursuing considered an asset.
• Strong client and relationship-management skills.
• An interest in developing deeper expertise in trusts, estates, and intergenerational wealth planning.

The workplace model is 5 days in the office.

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…