Drive client-centered financial solutions as a Trust Officer with TD Wealth in Ottawa. Support high-net-worth clients while managing intricate wealth-related needs and solutions. The ideal candidate possesses 8+ years of relevant experience, skillfully integrating Trust products. You will address strategic accounts, assist in business development, and ensure compliance with all regulatory requirements.

Your role will also include crafting comprehensive financial plans tailored to client goals. Key Responsibilities:
Oversee strategic and complex client accounts
Integrate Trust products based on evolving client needs
Collaborate with partners to meet Trust requirements
Lead teams to solve intricate financial deals
Manage relationships aligned with enterprise standards Requirements:
Bachelor’s degree and over 8 years of experience
CIRE accreditation and TEP designation
Additional designations like MBA, CA, or CFA are desired
Proven communication and independent work skills
Insight into emerging market and regulatory trends Leverage your wealth management expertise to support TD Wealth's clients in Ottawa.

📌 Trust Officer Role In Wealth Management Ottawa
🏢 TD
📍 Ottawa