Trust Officer

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

Job summary

TD Private Wealth Management in Windsor, Ontario is seeking a Trust Officer to deliver exceptional service to high-net-worth clients. You will manage complex estate, trust, and agency accounts and cultivate lasting relationships with clients and co-trustees.

The role requires an undergraduate degree with 5+ years of experience, progress toward CSC, and professional designations like MBA or CFA are assets. TD offers growth opportunities and a comprehensive total rewards package.

Qualifications

• Undergraduate degree with over 5 years of industry experience.
• Pursuit of CSC certification; TEP designation is an asset.
• Professional designations such as MBA, CA, LLB, CFA desirable.
• Ability to work collaboratively and communicate effectively.

Responsibilities

• Manage existing and new estate, trust, and agency accounts with varying complexity.
• Build and maintain relationships with clients, beneficiaries, and co-trustees.
• Lead and develop relationships with internal and external partners to support client needs.
• Ensure client needs are met and contribute to team success.

Skills

Relationship management

Communication

Client service

Education

Undergraduate degree

CSC (in progress)

TEP designation asset

MBA / CA / LLB / CFA desirable

Job description

Work Location:

Windsor, 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 to provide highly personalized advice, solutions, and service to clients. Private Trustbuilds 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.

Job Responsibilities

The Trust Officer opportunity is ideal for a client-focused professional who excels at delivering exceptional service to high-value clients and fostering long-term relationships. Success in this role requires strong relationship-management capabilities, sound professional expertise, and the ability to build trust and confidence with clients and colleagues alike. You will play a key role in enhancing the client experience and contributing to the success of a highly respected wealth management team. This position is responsible for managing existing and newly referred estate, trust, and agency accounts of varying complexity while cultivating effective relationships with clients, beneficiaries, and co-trustees.

Other Responsibilities Include

• Build and maintain relationships with clients, beneficiaries, and co-trustees, with responsibility for client profiling to identify and anticipate needs and manage sales and referrals
• Create and maintain a comprehensive advice plan for clients with complex needs and possess the requisite skills to advise in niche areas where appropriate
• Possess a deep understanding of the business, competitive landscape, and the economic and legal/regulatory environment, particularly as it affects the industry and applies to Private Trust clients
• Lead, motivate and develop relationships with internal and external business partners to develop, sustain and model highly productive working relationships and contribute to team development
• Facilitate the integration of Trust products and services by working carefully to understand client needs and goals and by working closely with other business and wealth partners to ensure all needs are met
• Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrative services, and partner documentation
• Stay ahead of emerging issues, trends and evolving regulatory requirements; participate fully as member of the team, provide thought leadership in role and to the team

Job Requirements

• Undergraduate degree with over 5 years of industry experience
• Working towards completion of Canadian Securities Course (CSC)
• Working towards fulfillment of Trust and Estate Practitioner (TEP) designation is an asset
• Professional designations such as MBA, CA, LLB, CFA (or other) desirable
• Ability to work collaboratively and communicate effectively

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