Executive Trust Officer

Executive Trust Officer Join to apply for the Executive Trust Officer role at TD . Work Location Vancouver, British Columbia, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $96,900 - $136,800 CAD Job Description TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection. We provide highly personalized advice, solutions and service to clients. Private Trust builds dynamic and long‑lasting relationships with high net worth clients. Our integrated core team and other wealth partners work seamlessly together as ONE TD to help clients manage, preserve or transfer wealth according to their wishes for future generations. As Executive Trust Officer, you will provide ongoing relationship management to clients, receive new client referrals and service the most complex files. Key to your success is building relationships with clients, beneficiaries and co‑trustees. In Addition, You Will Handle existing strategic accounts and opportunities that represent the business segments' largest accounts and assist with business development. Facilitate the integration of Trust products by clearly understanding client evolving needs and circumstances. Work autonomously as the lead as well as closely with business partners to coach, guide and ensure all Trust needs are identified and fulfilled. Solve problems and may lead others to solve or structure deals that are complex in nature. Handle client referrals seamlessly between Private Trust to the Wealth Advisor. Actively manage all other relationships within and across various business lines to ensure controls and alignment with enterprise and regulatory requirements; maintain risk management. Build comprehensive advice plans for clients through integrated knowledge of the Bank's other areas and strategy. Uphold relationship management of the largest and technical client accounts. Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrative services and partner documentation. Anticipate, identify and interpret emerging issues, market trends and evolving regulatory requirements to apply this knowledge to serve clients' needs. Participate fully as member of the team and provide thought leadership. Job Requirements Undergraduate degree with more than 8 years of relevant work experience. Canadian Securities Course (CSC). Trust and Estate Practitioner (TEP) designation. Professional designations such as MBA, CA, LLB, CFA (or other) desirable. Strong communication skills with ability to work collaboratively and independently. Who We Are TD is one of the world's leading global financial institutions and 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. 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. 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. Each province or territory within the jurisdiction of Canada may have its own set of regulations and 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. 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 Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales Industries Banking #J-18808-Ljbffr