Executive Trust Officer

TD; Ottawa; On-site; CAD 97,000 - 137,000; Full time

Job summary

TD in Ottawa is seeking an Executive Trust Officer to provide ongoing relationship management to clients, handle referrals, and service the most complex Private Trust files. You will work with beneficiaries and co-trustees to build enduring relationships and deliver sophisticated trust solutions.

In this role, you will lead strategic accounts, integrate Trust products to meet evolving client needs, and collaborate with Wealth Advisors and partners to ensure compliance and comprehensive advisory

Qualifications

• Undergraduate degree with over 8 years of relevant work experience.
• Canadian Investment Regulatory Exam (CIRE) is required.
• Trust and Estate Practitioner (TEP) designation is required.
• 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 to work collaboratively and independently.

Responsibilities

• 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.

Skills

Relationship management

Communication skills

Client engagement

Education

Undergraduate degree with 8+ years experience

Job description

Work Location:

Ottawa, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

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 toprovidehighly personalized advice,solutionsand service to clients.

Private Trust builds dynamic and long-lasting relationships withhigh net worthclients. Our highly integrated core team and other wealth partners work seamlessly together as ONE TD to help clients manage,preserveor transfer wealth according to the client’s wishes for future generations.

JobDescription:

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,beneficiariesand co-trustees.

In addition, you will:

• Handle existing strategic accounts and opportunities thatrepresentthe business segments’ largest accounts andassistwith businessdevelopment

• Facilitate the integration of Trust products by clearly understanding client evolving needs andcircumstances

• Work autonomously as the lead as well as closely with business partners to coach, guide and ensure all Trust needs areidentifiedandfulfilled

• Solve problems and may lead others to solve or structure deals that are complex innature

• 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;maintainriskmanagement

• Build comprehensive advice plans for clients through integrated knowledge of the Bank’s other areas andstrategy

• Uphold relationship management of the largest and technical clientaccounts

• Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrativeservicesand partnerdocumentation

• Anticipate,identifyand 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 thoughtleadership

JobRequirements:

• 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 communicationskills with ability 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 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’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.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet