02 Aug
|
The Toronto-Dominion Bank (Canada)
|
Winnipeg
02 Aug
The Toronto-Dominion Bank (Canada)
Winnipeg
Become a Private Client Services Associate with TD Wealth in Winnipeg, Manitoba, delivering exceptional support to Indigenous Trust Services clients. This role emphasizes trust administration, client communication, and meticulous service delivery.
TD Private Trust seeks a dedicated individual to assist the Indigenous Trust Services team. You will collaborate with Trust Officers on complex accounts and enhance client service through efficient administration. This role provides an chance for qualified growth while ensuring client needs are met with high standards of care.
Key Responsibilities:
• Support the relationship manager with client communications
• Maintain up-to-date client profiles and account documents
• Ensure efficient service for clients and colleagues
• Handle incoming inquiries promptly and accurately
• Stay informed on trust industry trends and developments
Requirements:
• Undergraduate degree
• Progress in Canadian Securities Course (CSC)
• Trust & Estate Practitioner (TEP) pursued as an asset
• Effective communication and collaborative skills
• Ability to work independently and build relationships
Bring your commitment to exceptional service and cooperative expertise to TD's Indigenous Trust Services team.
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📌 Indigenous Trust Services Associate At Td Wealth Winnipeg
🏢 The Toronto-Dominion Bank (Canada)
📍 Winnipeg