TD Description Tell us your story. Don\'t go unnoticed. Explain why you\'re a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward. Stay current and competitive. Carve out a career for yourself. Grow with us. Department Overview 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.
Do you enjoy and excel in providing seamless service delivery to high value clients? Do your relationship skills and knowledge set you apart and instill great confidence in clients and colleagues? If so, then we have a role for you. As Trust Officer, you will manage existing and newly referred estate, trust and agency accounts of varying complexity. You will thrive building and maintaining trusted relationships with clients, beneficiaries and co-trustees. In addition, you will:
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
Inclusiveness At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs. Job Family Private Trust Job Category - Primary Wealth Management Job Category(s) Wealth Management Hours 37.5 Business Line TD Wealth Time Type Full Time Employment Type Regular Country Canada **Province/State (Primary) British Columbia City (Primary) Vancouver Work Location Pacific Centre - 700 West Georgia Street Corporate Job Expires 11-Apr-2023
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