Private Trust Manager

3 weeks ago

London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

We are seeking a highly skilled and experienced Private Trust Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our Private Wealth Management group, you will be responsible for leading a high-performing team and delivering exceptional client experiences.

Key Responsibilities
  • Provide leadership and direction to a team of professionals, ensuring the consistent delivery of a legendary client experience.
  • Work closely with Trust leadership to execute an internal partnership strategy, capitalizing on referral opportunities and driving business growth.
  • Identify and present solutions that reflect clients' unique situations, leveraging expertise in estate planning, taxation, and investment strategy.
  • Raise the profile of the Private Trust and PWM team through partner and community involvement.
  • Maintain effective relationships with internal partners and external centers of influence to ensure an integrated client offering and optimal resource utilization.
Requirements
  • Undergraduate degree and 10+ years of industry experience.
  • Canadian Securities Course and TEP – Trust & Estate Practitioner designations.
  • Professional designations such as MBA, CA, LLB, CFA are desirable.
About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses. We are committed to being a leader in customer experience and are innovating to enhance the customer experience and build capabilities to shape the future of banking.

Total Rewards Package

We offer a comprehensive Total Rewards package, including a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

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