Executive Trust Officer

1 month ago

Vancouver, Canada TD Bank Full time

**TD Description**

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 excel in managing a growing client base and complex Private Trust activities and referrals? Then this is the job you are looking for. 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.

In addition, you will:

- 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 to 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
- Participate fully as member of the team and provide thought leadership

**Job Requirements**
- Undergraduate degree with over 8 years of relevant work experience
- Canadian Securities Course (CSC)
- 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 work collaboratively and independently

**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**
- 09-Mar-2023

  • Trust Officer

    4 weeks ago

    West Vancouver, Canada First Nations Bank of Canada Full time

    **About Us** First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK...

  • Associate Trust Officer/trust Officer

    1 month ago

    Vancouver, Canada TD Bank Full time

    404559BR Wealth Management Vancouver, BC March 28, 2023 Company Overview 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...

  • Regional Trust Officer Remote

    2 days ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 162268 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Trust Officer’s primary responsibility is to lead the client relationship and administration activities for estate and trust settlement. Core Individual Responsibilities: Estate Administration: - Proactively manage...

  • Trust Services Officer

    2 days ago

    Vancouver, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...

  • Trust Officer

    4 weeks ago

    Vancouver, Canada Cassels Brock & Blackwell LLP Full time

    Cassels Brock & Blackwell LLP is a leading national law firm of more than 200 lawyers, focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. - Processing (recording) trust transactions in ELITE 3E. - Initiate banking transactions of trust funds through online portals. - Reviewing all trust instructions...

  • Trust Officer

    4 weeks ago

    Vancouver, Canada Cassels Brock & Blackwell LLP Full time

    Cassels Brock & Blackwell LLP is a leading national law firm of more than 200 lawyers, focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. - Processing (recording) trust transactions in ELITE 3E. - Initiate banking transactions of trust funds through online portals. - Reviewing all trust instructions...

  • Trust Officer

    1 week ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Trust Officer

    1 month ago

    Vancouver, Canada TD Bank Full time

    404559BR Wealth Management Vancouver, BC March 28, 2023 Company Overview 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...

  • Trust Officer

    4 weeks ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Trust Officer

    1 month ago

    Vancouver, Canada TD Bank Full time

    **TD Description** 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...

  • Executive Assistant/corporate Secretary

    4 weeks ago

    Vancouver, Canada Endeavor Trust Corporation Full time

    **Endeavor Trust Corporation** is a fast-growing provincially regulated financial institution located in downtown **Vancouver**. We play a key role in the Canadian securities market through participation in the company's initial public offerings, financings, mergers and acquisitions, and other corporate actions. We are looking for a Corporate...

  • Executive Assistant/corporate Secretary

    4 weeks ago

    Vancouver, Canada Endeavor Trust Corporation Full time

    **Endeavor Trust Corporation** is a fast-growing provincially regulated financial institution located in downtown **Vancouver**. We play a key role in the Canadian securities market through participation in the company's initial public offerings, financings, mergers and acquisitions, and other corporate actions. We are looking for a Executive Assistant \...

  • Executive Assistant/corporate Secretary

    1 month ago

    Vancouver, Canada Endeavor Trust Corporation Full time

    Endeavor Trust Corporation is a fast-growing provincially regulated financial institution located in downtown Vancouver. We play a key role in the Canadian securities market through participation in company initial public offerings, financings, mergers and acquisitions, and other corporate actions. We are looking for a Corporate Secretary/Executive Assistant...

  • Executive Assistant/corporate Secretary

    4 weeks ago

    Vancouver, Canada Endeavor Trust Corporation Full time

    **Endeavor Trust Corporation** is a fast-growing provincially regulated financial institution located in downtown **Vancouver**. We play a key role in the Canadian securities market through participation in the company's initial public offerings, financings, mergers and acquisitions, and other corporate actions. We are looking for a Corporate...

  • Chief Executive Officer

    1 month ago

    Vancouver, Canada Keller Executive Search Full time

    We are looking for a seasoned Chief Executive Officer based in Vancouver, British Columbia to oversee all operations and business activities. You will be the first in command in the company and responsible for giving the proper strategic direction as well as creating a vision for success. Responsibilities: Develop high-quality business strategies and plans...

  • Chief Executive Officer

    1 month ago

    Vancouver, Canada Keller Executive Search Full time

    We are looking for a seasoned Chief Executive Officer based in Vancouver, British Columbia to oversee all operations and business activities. You will be the first in command in the company and responsible for giving the proper strategic direction as well as creating a vision for success. Responsibilities: Develop high-quality business strategies and plans...

  • Chief Executive Officer

    1 month ago

    Vancouver, Canada Keller Executive Search Full time

    We are looking for a seasoned Chief Executive Officer based in Vancouver, British Columbia to oversee all operations and business activities. You will be the first in command in the company and responsible for giving the proper strategic direction as well as creating a vision for success. Responsibilities: Develop high-quality business strategies and plans...

  • Trust Officer, Private Banking

    6 days ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part...

  • Chief Executive Officer

    1 month ago

    Vancouver, Canada Keller Executive Search International Full time

    We are looking for a seasoned Chief Executive Officer based in Vancouver, British Columbia to oversee all operations and business activities. You will be the first in command in the company and responsible for giving the proper strategic direction as well as creating a vision for success.Responsibilities:Develop high-quality business strategies and plans...

  • Trust Administrator

    4 weeks ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...