Associate Trust Officer

TD; London; On-site; CAD 60,000 - 84,000; Full time

Benefits offered by this job

Total Rewards package

Job summary

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.

Administer a select portfolio of estate and trust accounts while building trusted relationships and delivering high-quality client service.

Qualifications

• Undergraduate degree or college diploma preferred.
• 2+ years of relevant experience in Private Trust or estate administration.
• CETA Completed or pursuing is considered an asset.
• TEP completed, pursuing, or interest in pursuing is considered an asset.
• Strong client and relationship-management skills.
• Interest in trusts, estates, and intergenerational wealth planning.
• Workplace model is 5 days in the office.

Responsibilities

• 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.

Skills

Client relationship management

Trust & estate knowledge

Communication

Education

Undergraduate degree or college diploma

CETA

TEP

Job description

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 at TD. Our 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.

Job Description:

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.

What You’ll Do

• 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.

What You Bring

• 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

Who We Are:

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 banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:

We’re delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you have everything you need to succeed in your new role.

Interview Process

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec only):

Sans Objet