Senior Manager, Indigenous Trust Services (Toronto)

Senior Manager, Indigenous Trust Services (Toronto)

30 Jul
|
TD Bank
|
Toronto

30 Jul

TD Bank

Toronto

Work Location : Toronto, Ontario, Canada

Hours: 0

Line of Business: TD General

Pay Details: $115,600 - $163,200 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 Wealth Private Wealth Management provides integrated, advice-led wealth solutions for affluent and high-net-worth clients, families, businesses and communities. Through a One TD approach, Private Wealth Management brings together specialized expertise across trust, investment, banking, insurance and planning disciplines to help clients protect, grow and transition wealth with confidence. Private Trust, operating through The Canada Trust Company, is a core Private Wealth Management business delivering fiduciary, estate, trust and specialized planning solutions. Within Private Trust, Indigenous Trust Services is a strategic growth and client relationship priority, supporting Indigenous Communities across Canada with responsible administration of settlement, and resource funds, while partnering across TD to deliver coordinated wealth, banking and investment solutions aligned to each community’s long-term goals.

Specific Responsibilities

- Act as lead Wealth partner to the VP, Indigenous Banking and for the Indigenous Banking, Strategy and Community teams across the enterprise.
- Partner with these teams to execute a "One TD" strategy and approach with Indigenous Communities across Canada.
- Develop the Wealth Strategy (incl. Trust and Investment Management) in alignment with the Enterprise and Indigenous Banking strategy (mkt share (customer), recruitment (colleague) & Community) by engaging with key partners such as TD Asset Management.
- Provide support to the ITS team across the country on to ensure consistent service standards, sharing of learnings etc.
- Responsible for regular team meetings with the field.
- Provide oversight of risk, controls and governance across ITS files, including identification, escalation and remediation of operational, fiduciary, service and business risks in alignment with Private Trust standards and enterprise risk expectations.
- Build a national pipeline of opportunities and act as the lead for Wealth on all business development activities, including request for proposals in partnership with enterprise teams using a consistent One TD approach.
- Keep abreast of the competition especially for pricing and build key industry working relationships, including Centres of Influence.
- Hold debriefs after successful or not successful request for proposals to determine how to improve for the future.
- Responsible for creating tools, policies and processes to provide consistent and efficient delivery of service (e.g. standard templates for annual account reviews, tools to enable easier per capita distributions, standard client onboarding process improvements, etc.)
- Strengthen control effectiveness through the development, monitoring and continuous improvement of tools, processes,



reporting routines and management disciplines that support consistent account administration, client outcomes and regulatory compliance.
- Continued evolution of service commitment standards (e.g. frequency of meetings with communities, financial education, annual reviews).
- Co-ordination of attendance and potential sponsorship / presentations at industry events (e.g. NATOA, AFOA).
- Annual budgeting for community relations, sponsorships, business development and participation at industry events.
- Identify and build a pipeline of talent to expand the ITS team.
- Develop an orientation program for new Trust Officers hired in the ITS business; continue evolution of performance expectations for the ITS Trust Officer role.
- Identify mandatory courses for ITS Trust Officers.

Education / Accreditations

- University education or equivalent Trust industry or equivalent (i.e. Trustee responsibilities) experience an asset
- MBA or related accreditation is an asset

Other Qualifications / Skills / Experience

- The successful candidate must have a strong mix of the following:
- Lived experience as an Indigenous person and a commitment to support reconciliation with Indigenous peoples
- Experience working directly with or within Indigenous Communities
- Excellent communicator, both verbal and written
- Experience working with multiple departments in an organization (i.e. working effectively with partners to deliver a wholistic approach to a client)
- Experience in developing and executing on a strategy
- Demonstrated ability to execute initiatives successfully
- Strong organizational skills
- Collaborative problem-solver with exceptional critical-thinking skills; able to think through complex situations and provide recommendations for resolution.
- Comfortable in doing presentations both to clients and internally
- Demonstrated leadership skills with superior ability to make things happen through the use of impact and influence.
- The ability to work both as part of a team and independently to complete tasks.
- Investment understanding/experience an asset

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

- 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. 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. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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 key 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

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Our Values

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific

📌 Senior Manager, Indigenous Trust Services (Toronto)
🏢 TD Bank
📍 Toronto

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