Trust Officer

3 days ago

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

About the Role:

This is an exciting opportunity to join our team as a Trust Officer, where you will play a key role in 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 understanding their evolving needs and circumstances.
  • Facilitate the integration of Trust products by working closely with business partners to ensure all Trust needs are identified and fulfilled.
  • Develop and implement comprehensive advice plans for clients with complex needs, leveraging your expertise in niche areas.
  • Ensure each client receives a legendary client experience through a strong and sustainable client contact routine.
  • Implement sales strategies to retain clients, sales opportunities, and referrals, driving business growth and profitability.
  • 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.
  • Assume responsibility for minimizing operational and regulatory risk by complying with Bank and industry Code of Conduct.
  • Participate fully as a member of the team, supporting a positive work environment that promotes service to the business, quality, innovation, and teamwork.
  • Provide thought leadership and/or industry knowledge for your area of expertise, participating 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.
  • Contribute to team development of skills and capabilities through mentorship of others, sharing knowledge and experiences, and leveraging best practices.
  • Lead, motivate, and develop relationships with internal and external business partners/stakeholders to develop productive working relationships.
  • Contribute to a fair, positive, and equitable environment that supports a diverse workforce.
  • Act as a brand ambassador for your business area/function and the bank, both internally and/or externally.

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. (desirable, but not required).

About Us:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We're a team of over 95,000 colleagues dedicated to enriching the lives of our customers, communities, and colleagues. We're guided by our vision to Be the Better Bank and our purpose to make a positive impact on 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.

Additional Information:

We're committed to providing the support our colleagues need to thrive both at work and at home. If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

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