Entry level, Trust Officer Position Job at TD Bank
TD Description
Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.
Stay current and competitive. Carve out a career for yourself. Grow with us.
Department Overview
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.
Job Description
In this role, you will assist in the management of the administration of estate, trust and agency accounts. You will work directly with our highly valued Private Trust clients while supporting and shadowing the Trust Officers.
In addition, you will:
Lead a select group of estates, trusts and agency accounts as well as guide clients in the development of estate plans
Handle relationships involving established client accounts including with beneficiaries and co-trustees
Shadow and participate in mentoring sessions with seasoned Private Trust Officers and their clients
Develop client profiles to identify, anticipate and serve the needs of clients
Offer optimal client experience through strong and sustainable client contact routines and when appropriate, value-add referrals for clients to deepen client-Private Trust relationships
Execute on moderately complex account management; investigate and analyze alternative solutions
Stay ahead of emerging issues, trends and evolving regulatory requirements; participate fully as member of the team and provide thought leadership
Job Requirements
Deep knowledge in a field of specialty, working knowledge in broader areas and appetite and potential to advance into Trust Officer role
Working toward fulfillment of Canadian Securities Course (CSC)
Working toward completion of Trust and Estate Practitioner (TEP) is an asset
Strong communications skills with ability to work collaboratively, confidentially and independently, follow instructions/direction and build relations
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Job Family
Job Category - Primary
Job Category(s)
Hours
Hours/Availability Detail
Business Line
Time Type
Employment Type
Country
**Province/State (Primary)
City (Primary)
Work Location
Job Expires
Please Note :
sjcstudios.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, sjcstudios.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.