Senior Private Trust Officer - Wealth Management

TD Bank Group; Windsor; Vor Ort; CAD 97.000 - 137.000; Vollzeit

Zusammenfassung

TD Bank Group is seeking a seasoned wealth professional in Windsor, Ontario, to manage high-net-worth client relationships within Private Wealth Management. You will develop bespoke advice plans, coordinate with trust and estate services, and collaborate across TD’s wealth partners to protect and transfer wealth according to client wishes.

The role requires an undergraduate degree with 5+ years of experience and a history of working in a regulated financial environment.

Qualifikationen

• Undergraduate degree with over 5 years of industry experience.
• Professional designations such as CSC/TEP are assets.
• Ability to work collaboratively and communicate effectively.

Aufgaben

• Build and maintain relationships with clients, beneficiaries, and co-trustees; drive profiling and referrals.
• Create and maintain comprehensive advice plans for clients with complex needs.
• Understand regulatory environment and provide guidance to clients and partners.
• Lead and develop relationships with internal and external partners to drive collaboration.
• Integrate Trust products and services to meet client needs and goals.
• Exercise discretion on tax, investments, and admin services.
• Stay ahead of regulatory changes and contribute to the team.

Kenntnisse

Client relationship management

Financial acumen

Communication skills

Team collaboration

Ausbildung

Undergraduate degree

Jobbeschreibung

TD Bank Group is seeking a seasoned wealth professional in Windsor, Ontario, to manage high-net-worth client relationships within Private Wealth Management. You will develop bespoke advice plans, coordinate with trust and estate services, and collaborate across TD’s wealth partners to protect and transfer wealth according to client wishes.

The role requires an undergraduate degree with 5+ years of experience and a history of working in a regulated financial environment.