Private Trust Client Service Associate - Indigenous Trust Services (ITS)

TD; Calgary; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD Private Trust, part of TD Wealth Private Wealth Management, seeks a Private Client Services Associate– Indigenous Trust Services (ITS) to provide support in trust administration and assist the team in delivering a legendary client experience while managing trust accounts for Indigenous clients. The successful candidate will work alongside Trust Officers in the ITS team on complex accounts.

You will serve as a secondary contact for clients and support relationship managers, ensuring seamless,

Qualifications

• Undergraduate degree required.
• Working towards or completion of the Canadian Securities Course (CSC).
• Familiarity with Trust Services/Private Wealth is an asset.
• Strong communications skills; ability to work collaboratively and independently.

Responsibilities

• Support a designated relationship manager in meeting service commitments to Private Trust ITS clients through personable communication and correspondence.
• Maintain client profiles and account-specific documents, and client contact routines for all clients and in support of relationship managers.
• Ensure accurate, organized and efficient service to external clients and internal colleagues in line with TD's high standards and guiding principles.
• Efficiently handle and promptly respond to all incoming calls, questions and requests and direct to the appropriate person or area.
• Support the Private Trust ITS business by keeping current on trends, tools and techniques, and continually improving professional knowledge.
• Work autonomously and provide specialized skills in a moderate to high complexity environment; cross-functional collaboration may be involved.

Education

Undergraduate degree

CSC (Canadian Securities Course)

Job description

Work Location:

Winnipeg, Manitoba, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $74,400 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 Trust, part of TD Wealth Private Wealth Management,providesa full range of trust services to clients, including individuals, corporations, First Nations, Métis, Inuit, and charitable entities. Our focus is on long-term relationship building, the protection of assets, and the responsible administration and management of financial plans.

We are seeking aPrivate Client Services Associate– Indigenous Trust Services (ITS) who willprovide supportin trust administration,assistingthe team indelivering a legendary client experience while managing trust accounts for Indigenous clients. The successful candidate will work alongsideTrust Officers in theIndigenous Trust Services team on complex accounts and contribute to a fast-growing and rewarding environment.

Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfeitofor you. As PrivateTrust Client Service Associate , you will provide consistent administrative,analyticaland service support to ourITSTrust Officers and Private Trust Manager. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers.

In addition, you will:

• Support a designated relationship manager in meeting service commitments to Private TrustITSclients through highly personable communication and correspondence
• Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers
• Ensureaccurate,organizedand efficient service to external clients and internal colleagues and contacts reflectingTD’s industry-leadinghigh standardsand guiding principles
• Efficiently handle and promptly respond to all incoming calls,questionsand requests and / or direct to theappropriate personor area
• Support the Private TrustITSbusiness by continually improving professional knowledge and keeping current on trends and developments,toolsand techniques
• Work autonomously and provide specialized skills andexpertisein a moderate to high complexity environment; work may involve cross-functional team collaboration
• Contribute to the success of the team by willinglyassistingothers in the completion and performance of work activities; keep others informed and up to date

JobRequirements :

• Undergraduate degree
• Working towards or completion of the Canadian Securities Course (CSC)
• Working towardsorfulfillment of TEP (Trust & Estate Practitioner) is an asset
• Strong communicationskills with the ability to work collaboratively,confidentiallyand independently, follow instructions/direction, and build relationships

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.

Language Requirement (Quebec only):

Sans Objet