Job Description & How to Apply Below
Drive client-centered financial solutions as a Trust Officer with TD Wealth in Ottawa. Support high-net-worth clients while managing intricate wealth-related needs and solutions.
The ideal candidate possesses 8+ years of relevant experience, skillfully integrating Trust products. You will address strategic accounts, assist in business development, and ensure compliance with all regulatory requirements.
Your role will also include crafting comprehensive financial plans tailored to client goals.
Key Responsibilities:
• Oversee strategic and complex client accounts
• Integrate Trust products based on evolving client needs
• Collaborate with partners to meet Trust requirements
• Lead teams to solve intricate financial deals
• Manage relationships aligned with enterprise standards
Requirements:
• Bachelor’s degree and over 8 years of experience
• CIRE accreditation and TEP designation
• Additional designations like MBA, CA, or CFA are desired
• Proven communication and independent work skills
• Insight into emerging market and regulatory trends
Leverage your wealth management expertise to support TD Wealth's clients in Ottawa.
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