Executive Trust Officer Wealth

Position: Executive Trust Officer at TD Wealth
Shape the future of wealth management as an Executive Trust Officer with TD Wealth in Ottawa. This role emphasizes client relationship management and strategic account oversight for high net worth clients.

As part of TD Private Wealth Management, you will enhance relationships with clients, co-trustees, and beneficiaries. Your expertise in managing complex trust activities and referrals is essential. This position requires strong communication skills and the ability to navigate intricate financial landscapes while collaborating across business lines.

Key Responsibilities:

• Manage and develop relationships with high net worth clients

• Handle strategic accounts and facilitate trust product integration

• Coach business partners to meet complex client needs

• Anticipate market trends and regulatory requirements

• Build comprehensive advice plans through integrated knowledge

Requirements:

• Undergraduate degree with 8+ years of experience

• Completion of Canadian Investment Regulatory Exam (CIRE)

• Trust and Estate Practitioner (TEP) designation required

• Professional designations such as MBA or CFA desired

• Strong communication and teamwork skills

Elevate wealth management through exceptional client relationships and strategic oversight in this pivotal role.
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