Executive Trust Officer

TD; Canada; On-site; CAD 96,000 - 137,000; Full time

Job summary

A leading financial institution in Canada is seeking an Executive Trust Officer to manage high net worth client relationships and provide personalized wealth management solutions. Responsibilities include overseeing complex files, facilitating Trust product integration, and collaborating with business partners. The ideal candidate will have an undergraduate degree, over 8 years of relevant experience, professional designations, and strong communication skills. This role offers a competitive salary in a dynamic work environment.

Benefits

Health and wellbeing benefits

Career development opportunities

Competitive benefits plan

Qualifications

• Over 8 years of relevant work experience required.
• Possess a strong understanding of Trust related activities.
• Able to manage complex client needs.

Responsibilities

• Provide ongoing relationship management to clients.
• Handle existing strategic accounts and opportunities.
• Facilitate the integration of Trust products based on client needs.

Skills

Strong communication skills

Ability to work collaboratively

Ability to work independently

Education

Undergraduate degree

Canadian Securities Course (CSC)

Trust and Estate Practitioner (TEP)

Tools

Professional designations such as MBA, CA, LLB, CFA

Job description

Work Location

Work Location: Vancouver, British Columbia, Canada

Hours

Hours: 37.5

Line of Business

Line of Business: TD Wealth

Pay Details

Pay Details: $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 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 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.

In addition, you will:

• 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

Job Requirements

• Undergraduate degree with over 8 years of relevant work experience
• Canadian Securities Course (CSC)
• Trust and Estate Practitioner (TEP) designation
• Professional designations such as MBA, CA, LLB, CFA (or other) desirable
• Strong communication skills with ability to work collaboratively and independently

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 deliver legendary customer experiences to 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 the Bank, those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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 wellbeing 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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got 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