Private Trust Client Service Associate

Work Location London, Ontario, Canada Hours 37.5 Line of Business TD Wealth Pay Details $52,700 - $74,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Department Overview TD Private Trust, part of TD Wealth Private Wealth Management, provides a full range of trust services to clients, including individuals, corporations, First Nations, Métis, Inuit, and charitable entities. Our focus is on long-term relationship building, the protection of assets, and the responsible administration and management of financial plans. Job Description We are seeking a Private Client Services Associate - Indigenous Trust Services (ITS) who will provide support in trust administration, assisting the team in delivering a legendary client experience while managing trust accounts for Indigenous clients. The successful candidate will work alongside Trust Officers in the Indigenous Trust Services team on complex accounts and contribute to a fast-growing and rewarding environment. Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As Private Trust Client Service Associate , you will provide consistent administrative, analytical and service support to our ITS Trust Officers and Private Trust Manager. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers. Responsibilities Support a designated relationship manager in meeting service commitments to Private Trust ITS clients through highly personable communication and correspondence Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers Ensure accurate, organized and efficient service to external clients and internal colleagues and contacts reflecting TD's industry-leading high standards and guiding principles Efficiently handle and promptly respond to all incoming calls, questions and requests and/or direct to the appropriate person or area Support the Private Trust ITS business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross‑functional team collaboration Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date Job Requirements Undergraduate degree Working towards or completion of the Canadian Securities Course (CSC) Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset Strong communication skills with the ability to work collaboratively, confidentially and independently, follow instructions/direction, and build relationships Who We Are TD 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. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our 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. Learn more Additional Information We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development 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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Language Requirement (Quebec only) Sans Objet #J-18808-Ljbffr