Senior Trust Officer, Private Wealth Management

The Toronto-Dominion Bank (Canada)

Ottawa

On-site

CAD 97,000 - 137,000

Full time

14 days+

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Job summary

The Toronto-Dominion Bank (Canada) is seeking an Executive Trust Officer to provide ongoing relationship management for high-net-worth clients and oversee complex Private Trust activities. You will lead client referrals, collaborate with co-trustees and wealth partners, and ensure regulatory compliance while solving sophisticated trust structures.

Applicants should have an undergraduate degree with 8+ years of relevant experience, plus CIRE and TEP (MBA/CA/LLB/CFA desirable).

Qualifications

Undergraduate degree with over 8 years of relevant work experience.
CIRE, TEP designation; MBA/CA/LLB/CFA desirable.
Substantial knowledge in a complex field and broader related areas.
Strong communication skills with ability work collaboratively and independently.

Responsibilities

Manage growing client base and complex Private Trust activities and referrals.
Provide ongoing relationship management to clients and service the most complex files.
Handle existing strategic accounts and opportunities; assist with business development.
Facilitate integration of Trust products by understanding client evolving needs.
Work autonomously as lead; coach and guide partners to meet Trust needs.
Maintain controls and regulatory alignment across enterprise activities.