Estate and Trust Management Officer

3 weeks ago

Edmonton, Alberta, Canada TD Bank Full time

Work Location: Edmonton, Alberta, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: We are dedicated to ensuring fair and equitable compensation for all our colleagues. We encourage candidates to engage in open discussions with our HR Team regarding compensation inquiries, including pay specifics for this position.

Job Overview:

This position is accountable for the continuous oversight of both existing and newly assigned estate, trust, and agency accounts of varying complexities. The role involves establishing and nurturing relationships with clients, beneficiaries, and co-trustees.

KEY RESPONSIBILITIES

CUSTOMER FOCUS

  • Facilitate the integration of Trust products by thoroughly understanding the evolving needs and situations of clients and collaborating closely with business partners to ensure all Trust requirements are recognized and met.
  • Develop and sustain relationships with current clients, beneficiaries, and co-trustees, taking responsibility for client profiling to identify and anticipate the needs of clients and their families, while managing sales and referrals.
  • Ensure that identified prospective clients receive the Trust services they require and refer additional opportunities to TDBG and Wealth partners.
  • Manage relationships for a portfolio of accounts and clients, exercising professional judgment in discretionary matters and overseeing tax, investment, and administrative services provided by internal partners.
  • Create comprehensive advisory plans for clients with complex needs and possess the necessary skills to provide advice in specialized areas when appropriate.
  • Guarantee that each client receives an exceptional client experience through a robust and sustainable client contact routine.

SHAREHOLDER VALUE

  • Implement sales strategies to retain clients, capitalize on sales opportunities, and generate referrals to enhance profitability and support business growth.
  • Contribute to the expansion of the center's business portfolio by serving as a specialist resource for PWM Partners.
  • Identify opportunities within the existing client base to refer to Wealth, Commercial, and other divisions of TDBG.
  • Propose and actively engage in process improvement initiatives.
  • Effectively manage relationships across various business lines and ensure compliance with enterprise and regulatory standards.
  • Stay informed about emerging issues, trends, and evolving regulatory requirements and evaluate their potential impacts.
  • Maintain a culture of risk management and control, supported by effective processes aligned with risk appetite.
  • Assume responsibility for minimizing operational and regulatory risks by adhering to Bank and industry Codes of Conduct.

TEAM CONTRIBUTION

  • Fully engage as a team member, fostering a positive work environment that promotes service excellence, quality, innovation, and teamwork while ensuring timely communication of issues and points of interest.
  • Provide thought leadership and industry knowledge in your area of expertise and participate in knowledge sharing within the team and business unit.
  • Stay current on emerging trends and developments, enhancing your understanding of the business, related tools, and techniques.
  • Engage in personal performance management and development activities, including cross-training within your team.
  • Keep team members informed about the status and progress of projects and any relevant information related to daily activities.
  • Contribute to the development of team skills and capabilities through mentorship, sharing knowledge and experiences, and leveraging best practices.
  • Lead, motivate, and cultivate relationships with internal and external business partners/stakeholders to foster productive working relationships.
  • Support a fair, positive, and equitable environment that values a diverse workforce.
  • Act as a brand ambassador for your business area/function and the bank, both internally and externally.

EXPERIENCE & EDUCATION

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

About TD:

TD is one of the world's leading global financial institutions and ranks as the fifth largest bank in North America by branches. We deliver exceptional customer experiences to millions of households and businesses across Canada, the United States, and globally. Our team of over 95,000 colleagues brings diverse skills, talent, and creativity to the Bank, our clients, and the economies we support. Guided by our vision to be the better bank, we aim to enrich the lives of our customers, communities, and colleagues.

TD is committed to being a leader in customer experience, believing that all colleagues, regardless of their role, contribute to this mission. As we grow our business and execute our strategy, we innovate to enhance customer experiences and build capabilities for the future of banking. Whether you are an experienced banking professional or just starting your career in financial services, we are here to help you realize your potential through regular leadership conversations, mentorship, and training programs.

Total Rewards Package:
Our Total Rewards package reflects our investment in our colleagues, supporting their financial, physical, and mental well-being goals. It includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development opportunities, and recognition programs.

Colleague Development:
If you are interested in a specific career path or skill development, we are dedicated to helping you succeed. You will have regular career conversations with your manager, access to an online learning platform, and various mentoring programs to unlock future opportunities.

Training & Onboarding:
We provide comprehensive training and onboarding sessions to ensure you have the necessary tools to succeed in your new role.

Interview Process:
We will reach out to candidates of interest to schedule interviews and strive to communicate outcomes to all applicants.

Accommodation:
Your accessibility is important to us. Please inform us if you require accommodations to facilitate your participation in the interview process.

Language Requirement: N/A.


  • Trust Officer

    6 days ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will play a critical role in providing exceptional client service and delivering a complete range of estate and trust solutions that meet the needs of our high net worth clients.Key ResponsibilitiesManage and administer estate, trust,...

  • Trust Officer

    4 days ago

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

    About the RoleThis is a challenging and rewarding role that requires a high level of expertise in trust and estate management. 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 ResponsibilitiesClient Relationship ManagementBuild and maintain...

  • Trust Officer

    4 days ago

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

    About the RoleThis is a challenging and rewarding role that requires a high level of expertise in trust and estate management. 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 ResponsibilitiesClient Relationship ManagementBuild and maintain...

  • Trust Officer

    2 days ago

    Edmonton, Alberta, Canada TD Bank Full time

    About the RoleWe are seeking a highly skilled Trust Officer to join our team at TD Bank. 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:Client Relationship Management: Build and maintain relationships with clients,...

  • Trust Officer

    2 days ago

    Edmonton, Alberta, Canada TD Bank Full time

    About the RoleWe are seeking a highly skilled Trust Officer to join our team at TD Bank. 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:Client Relationship Management: Build and maintain relationships with clients,...

  • Estate and Trust Management Officer

    3 weeks ago

    Edmonton, Alberta, Canada TD Bank Full time

    Work Location: Edmonton, Alberta, CanadaHours: 37.5Line of Business: TD WealthPay Details: We are dedicated to ensuring fair and equitable compensation for all our employees. We encourage candidates to engage in open discussions with our HR Team regarding compensation-related inquiries.Job Overview:This position is accountable for the ongoing oversight of...

  • Estate and Trust Management Officer

    3 weeks ago

    Edmonton, Alberta, Canada TD Bank Full time

    Work Location: Edmonton, Alberta, CanadaHours: 37.5Line of Business: TD WealthPay Details: We are dedicated to ensuring fair and equitable compensation for all our colleagues. We encourage candidates to engage in open discussions with our HR Team regarding compensation-related inquiries, including pay specifics for this position.Job Overview:This position is...

  • Estate and Trust Solutions Manager

    6 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team at Scotiabank. As a key member of our Wealth Management division, you will be responsible for leading the effective delivery of estate and trust solutions across our region, driving business development and client onboarding, and providing...

  • Estate and Trust Solutions Manager

    4 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team at Scotiabank. As a key member of our Wealth Management division, you will be responsible for leading the effective delivery of estate and trust solutions across our region, driving business development and client onboarding, and providing...

  • Estate Planning Trust Consultant

    3 weeks ago

    Edmonton, Alberta, Canada TD Bank Full time

    Position Overview:As a Trust Officer, you will play a pivotal role in managing client relationships and providing expert guidance in wealth management services. Your responsibilities will include:Client Engagement: Develop and maintain strong relationships with clients, ensuring their trust and satisfaction.Wealth Management: Provide tailored advice on...

  • Estate and Trust Relationship Manager

    3 weeks ago

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

    Job Overview: Estate and Trust Relationship ManagerPosition Summary:Oversee both current and newly acquired estate, trust, and agency portfoliosDevelop and nurture strong connections with clients and their beneficiariesProactively identify and address client requirementsGuarantee that clients receive the necessary servicesMain Duties:Facilitate the...

  • Practice Lead, Estate and Trust Consultant

    4 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for leading the effective delivery of estate and trust solutions across our region, providing leadership and guidance to our team of Estate and Trust...

  • Practice Lead, Estate and Trust Consultant

    6 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for leading the effective delivery of estate and trust solutions across our region, providing leadership and guidance to our team of Estate and Trust...

  • Practice Lead, Estate and Trust Consultant

    6 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team at Scotiabank. As a key member of our Wealth Management group, you will be responsible for leading the effective delivery of estate and trust solutions across Western Canada.Key ResponsibilitiesLeadership and ManagementRecruit, onboard, and...

  • Practice Lead, Estate and Trust Consultant

    4 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team at Scotiabank. As a key member of our Estate and Trust Services team, you will be responsible for leading the effective delivery of solutions to our clients across Western Canada.Key ResponsibilitiesProvide leadership and day-to-day...

  • Practice Lead, Estate and Trust Consultant

    4 days ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Practice Lead, Estate and Trust Consultant to join our team at Scotiabank. As a key member of our Estate and Trust Services team, you will be responsible for leading the effective delivery of solutions to our clients across Western Canada.Key ResponsibilitiesProvide leadership and day-to-day...

  • Estate and Trust Services Manager

    3 weeks ago

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

    Job Overview: Client Relationship ExecutiveRole Summary:Oversee both established and newly acquired estate, trust, and agency portfoliosDevelop and nurture connections with clients and their beneficiariesProactively assess and fulfill client requirementsGuarantee that clients receive the necessary servicesMain Duties:Facilitate the integration of Trust...

  • Legal Assistant

    3 days ago

    Edmonton, Alberta, Canada Trust Law Full time

    About the RoleWe are seeking a highly organized and detail-oriented Legal Assistant to join our team at Trust Law. As a Legal Assistant, you will play a critical role in supporting our legal department with administrative tasks, ensuring the smooth operation of our office.Key ResponsibilitiesScheduling and Coordination: Schedule and confirm appointments,...

  • Legal Assistant

    4 days ago

    Edmonton, Alberta, Canada Trust Law Full time

    About the RoleWe are seeking a highly organized and detail-oriented Legal Assistant to join our team at Trust Law. As a Legal Assistant, you will play a critical role in supporting our legal department with administrative tasks, ensuring the smooth operation of our office.Key ResponsibilitiesScheduling and Coordination: Schedule and confirm appointments,...

  • Legal Assistant

    11 hours ago

    Edmonton, Alberta, Canada Trust Law Full time

    About the RoleWe are seeking a highly organized and detail-oriented Legal Assistant to join our team at Trust Law. As a Legal Assistant, you will play a critical role in supporting our lawyers and staff in the day-to-day operations of the law firm.Key ResponsibilitiesScheduling and Coordination: Schedule and confirm appointments, meetings, and court...