Associate Trust Officer

1 month ago

Mississauga, Canada TD Bank Full time

**Work Location**:
Mississauga, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
$59,500 - $84,000 CAD

**KEY ACCOUNTABILITIES**

**CUSTOMER**
- Manage select group of estates, trusts and agency accounts as well as guide individuals/families in the development of estate plans
- Relationship management of established client accounts including client beneficiaries and co-trustees
- Shadow, and participate in coaching/mentoring sessions with seasoned PT professionals including client interactions
- Develop client profiles to identify/anticipate needs of clients and their families and managing effective referrals and hand-offs that deepen client relationships and result in the contribution of additional business
- Provide each client with an optimal client experience by including strong and sustainable client contact routines

**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**
- Professional role with a focus on building capability of client relationship management and / or sales advisory support within their own area of specialty
- Requires expanded knowledge of products/services and key competitors
- Understands key business and client drivers and processes in the context of own work
- Identifies sales/ referral opportunities at increasing levels of complexity
- Sound knowledge of assigned clients’ needs, the competitive landscape and broader market factors
- Coordinates activities and timelines across multiple teams to ensure client needs are met
- Executes a moderately complex sales or account management process, focusing on client data gathering
- Investigates and analyses possible alternative solutions and approaches based on documentation of the client fact pattern
- Work performed under management guidance and supervision
- Reports to Private Trust Manager

**EXPERIENCE & EDUCATION**
- Undergraduate degree and/or minimum 2 years of industry experience
- 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 C

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