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Private Trust Manager

2 months ago

Winnipeg, Canada TD Bank Full time
Job Description:

Private Trust Manager at TD Bank located in Winnipeg, MB, Canada. This position is open to job seekers with a Bachelor Degree.

Job Responsibility:

Work Location: Winnipeg, Manitoba, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: We're committed to providing fair and equitable compensation. Candidates are encouraged to discuss compensation-related questions with HR.

Job Description: This role is responsible for providing oversight of the business activities associated with the Trust business in the assigned center, including coaching and mentoring of the direct Trust team towards achieving business development sales goals and a legendary client experience.

KEY ACCOUNTABILITIES

CUSTOMER

  • Provide leadership and direction to a high performing Private Trust team ensuring the consistent delivery of a legendary client experience.
  • Work with Trust leadership team to execute an internal partnership strategy.
  • Identify and present solutions reflecting the client's unique situation using expertise in estate planning, administration, taxation, and investment strategy.
  • Raise the profile of the Private Trust and PWM team through partner and community involvement.
  • Maintain effective relationships with internal partners and external centers of influence.

SHAREHOLDER

  • Manage the performance and development of the Private Trust team.
  • Contribute to the development of the business plan and operationalize it.
  • Work closely with key business leaders to develop the business plan.
  • Track business results and coach to superior performance.
  • Ensure compliance with internal and external requirements.

EMPLOYEE / TEAM

  • Responsible for management of the overall team providing leadership and guidance.
  • Set targets and objectives for the team.
  • Grow team expertise to align with business demand.
  • Lead a high performing team and ensure performance management activities are undertaken.
  • Share knowledge and facilitate good working relationships.

BREADTH & DEPTH

  • Lead and manage a sizeable team of professionals.
  • Ability to present and make recommendations to senior management.
  • Ensure an integrated approach with other business areas.

EXPERIENCE & EDUCATION

  • Undergraduate Degree
  • 10+ years of industry experience
  • Canadian Securities Course
  • TEP - Trust & Estate Practitioner
  • Professional Designations such as MBA, CA, LLB, CFA are desirable.

Who We Are:

TD is one of the world's leading financial institutions and is the fifth largest bank in North America by branches. We deliver legendary customer experiences to millions of households and businesses.

Our Total Rewards Package: Our Total Rewards package includes a base salary, variable compensation, health and well-being benefits, retirement programs, paid time off, and career development opportunities.

Additional Information: We're committed to providing support for our colleagues to thrive both at work and at home.

Language Requirement: N/A.

Closed Date: 2024-10-02

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