Executive Trust Officer

Work Location

Toronto, Ontario, Canada

37.5

TD Wealth

$96,900 - $136,800 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 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.

Private Trust builds dynamic and long‑lasting relationships with high net worth clients. Our highly integrated core team and other wealth partners work seamlessly together as ONE TD to help clients manage, preserve or transfer wealth according to the client's wishes for future generations.

Do you excel in managing a growing client base and complex Private Trust activities and referrals? Then this is the job you are looking for. As Executive Trust Officer, you will provide ongoing relationship management to clients, receive new client referrals and service the most complex files. Key to your success in this role is building relationships with clients, beneficiaries and co‑trustees.

• Handle existing strategic accounts and opportunities that represent the business segments' largest accounts and assist with business development
• Facilitate the integration of Trust products by clearly understanding client evolving needs and circumstances
• Work autonomously as the lead as well as closely with business partners to coach, guide and ensure all Trust needs are identified and fulfilled
• Solve problems and may lead others to solve or structure deals that are complex in nature
• Handle client referrals seamlessly between Private Trust to the Wealth Advisor
• Actively manage all other relationships within and across various business lines to ensure controls and alignment with enterprise and regulatory requirements; maintain risk management
• Build comprehensive advice plans for clients through integrated knowledge of the Bank's other areas and strategy
• Uphold relationship management of the largest and technical client accounts
• Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrative services and partner documentation
• Anticipate, identify and interpret emerging issues, market trends and evolving regulatory requirements to apply this knowledge to serve clients' needs
• Participate fully as member of the team and provide thought leadership

• Undergraduate degree with over 8 years of relevant work experience
• Canadian Investment Regulatory Exam (CIRE)
• Trust and Estate Practitioner (TEP) designation
• Professional designations such as MBA, CA, LLB, CFA (or other) desirable
• Substantial knowledge in a complex field as well as of broader related areas
• Strong communication skills with ability work collaboratively and independently

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 matter where they work, are client facing. Together, we are reimagining what…