Executive Trust Officer

3 weeks 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 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 a
- **Trust Officer **or
- **Executive 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

**Additional Information**
- Our Private Trust team is hiring for an experience Trust Officer or Executive Trust Officer to join our team in 2023, we look forward to reviewing your qualifications

**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**
- 03-Jan-2023

  • Associate Trust Officer/trust Officer

    4 weeks 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 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

    6 days 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

    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 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...

  • 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 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

    4 weeks 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

    4 weeks 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

    4 weeks 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

    3 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...

  • Chief Executive Officer

    1 month ago

    Vancouver, BC, 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...

  • Senior Trust Officer, Estate

    1 month ago

    Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a ...

  • Senior Trust Officer, Estate

    1 month ago

    Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a ...

  • Senior Trust Officer, Estate

    1 month ago

    Vancouver, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a ...

  • Senior Trust Officer, Estate

    1 month ago

    Vancouver, BC, Canada Canadian Imperial Bank of Commerce Full time

    Senior Trust Officer, Estate & Trust Services Wealth Management page is loaded Senior Trust Officer, Estate & Trust Services Wealth Management Apply locations Vancouver, BC time type Full time posted on Posted 3 Days Ago job requisition id 2407007 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Senior Trust Officer, Estate

    1 month ago

    Vancouver, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...