Client Relationship Manager
2 weeks ago
Gain a fulfilling career with TD, a leader in financial services, where you will be responsible for managing client relationships and providing expert advice on estate planning.
As a Client Relationship Manager - Estate Planning, you will play a critical role in building strong relationships with clients and their families, guiding them through the development of comprehensive estate plans. Your expertise will help clients navigate complex financial situations and achieve their goals.
The salary range for this position is $59,500 - $84,000 CAD per year, depending on experience. If you are looking for a challenging and rewarding role where you can make a real difference in people's lives, we encourage you to apply.
The ideal candidate will have an undergraduate degree and a minimum of 2 years of experience in the industry. Working towards completion of Canadian Securities Course and TEP - Trust & Estate Practitioner is also an asset.
We offer a dynamic work environment that promotes service excellence, quality, innovation, and teamwork. As a member of our team, you will have opportunities to grow your skills and expertise, participate in knowledge transfer, and contribute to the success of the business.
In this role, you will:
- Manage select group of estates, trusts and agency accounts
- Guide individuals/families in the development of estate plans
- Develop client profiles to identify/anticipate needs of clients and their families
- Provide each client with an optimal client experience by including strong and sustainable client contact routines
TD offers a comprehensive compensation package, including benefits, stock options, and retirement savings plan. We are committed to creating a fair, positive and equitable environment that supports a diverse workforce.
If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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