Private Trust Client Service Associate

3 weeks ago


Qualicum Beach, Canada TD Bank Full time

**Work Location**:
Qualicum Beach, British Columbia, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
$50,600 - $71,400 CAD

**KEY ACCOUNTABILITIES**

**CUSTOMER**
- Support relationship manager in meeting service commitments to PT clients through proactive communication (verbal/written)
- Ensure service to external clients and/or internal clients reflects TDBFG standards and guiding principles
- Efficiently manage and promptly respond to all incoming enquiries/requests for information independently / or direct to the appropriate person/area
- Support Relationship Manager in maintaining Client Profile, account specific documents and client contact routines for all PT clients

**SHAREHOLDER**
- Contribute to the achievement of business objectives by proactively servicing and retaining clients to increase profitability and enable business growth
- Promote and offer full suite of products, sales, services and banking capabilities
- Identify opportunities, to refer/retain outbound client assets/trust distributions, assemble client information packages for retention/referral
- Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
- Support centre revenue goals through effective administration and account management, including timely collection of fee revenue
- Adhere to internal policies / procedures and applicable regulatory guidelines
- Identify and recommend technological / process improvements which may improve overall productivity and client satisfaction
- Consistently exercise discretion in managing correspondence, information - escalate issues where required
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

**EMPLOYEE / TEAM**
- Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
- Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- Participate in personal performance management and development activities, including cross training within own team
- Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
- Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand champion for your business area/function and the bank, both internally and/or externally

**BREADTH & DEPTH**
- Work autonomously within established procedures and/or is responsible for activities involving multiple steps, systems, and jurisdictions
- Requires specialized expertise to provide complex transaction/product feature advice and guidance to clients
- Requires specialized skills and expertise in a range of products, services, concepts and processes and could be characterized by moderate - high complexity / risk
- Uses sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines
- Focus of work is weekly, monthly and/or longer with addition of ad-hoc and initiative-based requests, as required
- Requires advanced knowledge of the business unit / operational functions as well as regulatory issues/ requirements for jurisdictions supported
- May involve cross-functional teams across TD and/or involving external contacts
- Reports to Private Trust Manager

**EXPERIENCE & EDUCATION**
- Undergraduate degree
- Working towards completion of Canadian Securities Course
- Working towards completion of TEP - Trust & Estate Practitioner an asset

**Who We Are**:
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are g



  • Qualicum Beach, 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...


  • Qualicum Beach, Canada Shady Rest Liquor Store Full time

    Customer Service Representative Do you have a passion for craft beer, cider or spirits? Do you have a love of wine? Are you looking for a career in a dynamic, challenging, and ever growing industry? THEN COME JOIN THE SHADY TEAM! The Shady Rest Liquor Store is looking for you! Reporting to the Store Manager the Customer Service/Sales Associate will assist...


  • Qualicum Beach, Canada TD Bank Full time

    **Customer Experience Associate**: - 431146BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 101-222 Second Avenue West **Employment Type** - Regular **City** - Qualicum Beach **Time Type** - Part Time **Province/State** - British Columbia **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department...


  • Qualicum Beach, Canada TD Bank Full time

    **Customer Experience Associate**: - 417981BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 101-222 Second Avenue West **Employment Type** - Regular **City** - Qualicum Beach **Time Type** - Part Time **Province/State** - British Columbia **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department...

  • Sales Associate

    3 months ago


    Qualicum Beach, Canada For Pet's Sake Pet Food and Supplies Full time

    We are excited to add a passionate, full-time or part-time Sales Associate to our team! Do you love dogs and cats? Are you eager to dive into the world of pet nutrition? This could be the perfect opportunity for you! - **What you'll do**:_ Use your sales skills to help our customers. Keep our store sparkling clean Help unload and stock deliveries of pet...


  • Qualicum Beach, Canada TD Bank Full time

    Lieu de travail: Qualicum Beach, Colombie-Britannique, Canada Horaire: 15 Secteur d’activité: Services bancaires personnels et commerciaux Détails de la rémunération: Description du poste: KEY ACCOUNTABILITIES CUSTOMER - Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the...


  • Qualicum Beach, Canada TD Full time

    Description du posteLe rôle de Responsable de relations clientèle consiste à offrir un service d'excellence aux clients privés, en les aidant à atteindre leurs objectifs financiers et en leur fournissant des conseils pertinents.Réseaux de relationsSoutenir le gestionnaire de relation dans la rencontre des engagements de service auprès des clients PT...


  • Qualicum Beach, Canada The Care Group Full time

    The Care Group (“TCG”) offers high quality residential care services to complex care clients in nine (9) homes throughout the Lower Mainland and Vancouver Island. Based in Coquitlam, we are a privately owned and operated assisted living and complex care provider that offers both subsidized and private pay care. TCG is a fast-growing company with great...


  • Qualicum Beach, Canada The Care Group Full time

    p>Are you a dedicated and compassionate nurse with a passion for enhancing resident care?We are seeking an experienced and dynamic Associate Director of Care (ADOC) to join our compassionate The Gardens at Qualicum Beach in Vancouver Island. As an ADOC, you will lead by example, coordinating and supervising direct resident care activities to ensure that our...


  • Qualicum Beach, Canada Shady Rest Liquor Store Full time

    Customer Service Representative Do you have a passion for craft beer, cider or spirits? Do you have a love of wine? Are you looking for a career in a dynamic, challenging, and ever growing industry? THEN COME JOIN THE SHADY TEAM! The Shady Rest Liquor Store is looking for you! Reporting to the Store Manager the Customer Service/Sales Associate will assist...


  • Qualicum Beach, Canada Canada Post - Postes Canada Full time

    Job Requisition Id: 185430 Business Function: Rural and Suburban Mail Carriers Primary City: Qualicum Beach Other Location(s): Province: British Columbia Employment Type: On Call Relief Employment Status: Temporary Language Requirement: English Essential Area of Competition: Applicants residing within 75 km from the Post Office in which this job is located...

  • Client Advisor

    3 months ago


    Wasaga Beach, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...


  • Qualicum Beach, Canada Compass Group Full time

    You might not know our name, but you know where we are. That’s because Compass Group Canada is part of a global foodservice and support services company that’s the 6th largest employer in the world, with 625,000 employees. You’ll find us in schools, colleges, hospitals, office buildings, senior living communities, tourist attractions, sports venues,...


  • Qualicum Beach, Canada TD Bank Full time

    Work Location: Qualicum Beach, British Columbia, Canada Hours: 15 Line of Business: Personal & Commercial Banking Pay Details: **Job Description**: KEY ACCOUNTABILITIES CUSTOMER - Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service...


  • Qualicum Beach, Canada First Credit Union Full time

    **Location: Bowser** **Member Service Representative** Be one of the many First Credit Union team members who say, “I love my job” - this resonates in our 5-star rating on Glassdoor and our standing as one of B.C.’s Top Employers. First Credit Union is a financial co-operative with branches in eight communities across the south coast of B.C., focused...


  • Qualicum Beach, Canada Qualicum First Nation Campground Full time

    Responsibilities: - Provide excellent customer service and assist customers with their inquiries and purchases - Operate the point-of-sale (POS) system to process transactions accurately - Maintain a clean and organized sales floor, including restocking shelves and arranging merchandise - Assist in setting up displays and promotional materials - Communicate...


  • Qualicum Beach, Canada Coastal Community Credit Union Full time

    **Position Typ**e**:Temporary **Duration**: Approximately eighteen (18) months **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a **Member Service Representative,** so if you’re passionate about improving people’s...

  • Client Advisor

    4 weeks ago


    Wasaga Beach, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...


  • Qualicum Beach, Canada Coastal Community Credit Union Full time

    **Position** Type**:Permanent **Together, Let’s Do Great Things!** We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a **Member Service Representative 2**, so if you’re passionate about improving people’s financial health and have experience with sales...


  • Qualicum Beach, Canada Qualicum Beach Cafe Full time

    **Who We Are**: Welcome to the Qualicum Beach Cafe, offering an authentic west coast hospitality experience with breathtaking ocean views! Located in one of the most stunning restaurant settings on Vancouver Island, we are an upscale, casual eatery specializing in seafood with a touch of Italian influence. With an extensive wine and cocktail program, we aim...