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Trust Officer

1 month ago

Edmonton, Alberta, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role:

This is a challenging and rewarding role that requires a high level of expertise and professionalism. As a Trust Officer, you will be responsible for providing ongoing management of existing and newly referred estate, trust and agency accounts of varying complexity.

Key Responsibilities:

  • Build and maintain relationships with clients, beneficiaries and co-trustees, with a focus on providing exceptional customer service and ensuring that their needs are met.
  • Facilitate the integration of Trust products by clearly understanding the evolving needs and circumstances of the clients and working closely with business partners to ensure all Trust needs are identified and fulfilled.
  • Develop and implement sales strategies to retain clients, sales opportunities and referrals in order to increase profitability and enable business growth.
  • Support the growth of the center's book of business by acting as a specialist resource for PWM Partners.
  • Identify opportunities within the existing book of clients to refer to Wealth, Commercial and other parts of TDBG.
  • Actively manage relationships within and across various business lines/corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements.
  • Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
  • 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.

About You:

We are looking for a highly skilled and experienced professional who is passionate about delivering exceptional customer service and building strong relationships with clients. You will have a strong understanding of the Trust and Estate industry and be able to apply your knowledge and expertise to drive business growth and profitability.

Requirements:

  • Undergraduate degree
  • 5+ years of industry experience
  • Working towards completion of Canadian Securities Course
  • Working towards completion of TEP – Trust & Estate Practitioner an asset
  • Professional Designations such as MBA, CA, LLB, CFA etc. are desirable, however are not required

About TD:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

Total Rewards Package:

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.