Executive Trust Officer at TD — NeverHard

Location Ottawa, Ontario, Canada Hours 37.5 hours per week Line of Business TD Wealth Pay Details $96,900 - $136,800 CAD 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. As Executive Trust Officer, you will provide ongoing relationship management to clients, receive new client referrals and service the most complex files. Key to your success in this role is building relationships with clients, beneficiaries and co‑trustees. Key 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 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 clients' needs. Participate fully as member of the team and provide thought leadership. Job Requirements 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. #J-18808-Ljbffr