Executive Trust Officer at Dormont Manufacturing Co — NeverHard
Executive Trust Officer at Dormont Manufacturing Co in Ottawa, Ottawa region. Skills: Business Development, Client Relationship Management, Wealth Management. Apply on NeverHard.
Company
Dormont Manufacturing Co
Location
Ottawa, Ottawa region
Type
not_specified
Required skills:
Business Development
Client Relationship Management
Wealth Management
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 to provide highly personalized advice, solutions and service to clients.
Private Trust builds 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.
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
Qualifications
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
Language Requirement (Quebec only)
Sans Objet
Additional Information
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.
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.
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