Associate Trust Officer
2 months ago
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 teamRequirementsUndergraduate 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
Someone that can stay ahead of emerging issues, trends and evolving regulatory requirements.
Someone that can collaborate and participate fully as a member of the team.
Experience working with HNW Clients and can speak confidently with our Investment Advisors
Hours37.5InclusivenessAt 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 TYPE
Work Day:Full Time
Employment type:Permanent Job
Salary:Negotiable
JOB REQUIREMENTS
Minimal experience:Unspecified
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