Executive Trust Officer at Empowered Cities — NeverHard

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 with 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 Provide ongoing relationship management to clients, receive new client referrals and service the most complex files. Handle existing strategic accounts and opportunities that represent the business segment's 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. Lead problem‑solving and structure deals that are complex in nature. Handle client referrals seamlessly between Private Trust and 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 client needs. Participate fully as a 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 communication skills with ability to work collaboratively and independently. Benefits 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. 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 and requirements. 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. #J-18808-Ljbffr