Explore a rewarding career as a Private Client Services Associate with TD Private Trust in Sudbury, Ontario. Support Indigenous trust accounts and elevate client experiences in wealth management.

In this role within TD Wealth, you’ll collaborate with Trust Officers, managing the administration of trust accounts while fostering relationships with Indigenous clients. Your work will include client correspondence, document preparation, and regulatory compliance. This position is ideal for a detail-oriented individual who is passionate about trust services.

Key Responsibilities:
• Assist Trust Officers with Indigenous trust account management
• Serve as primary contact for client inquiries
• Prepare and maintain accurate client documentation




• Organize client meetings and follow-ups
• Ensure compliance with regulatory requirements

Requirements:
• Undergraduate degree or equivalent experience
• Progress or completion of Canadian Securities Course (CSC)
• Interest in Trust and Estate Practitioner (TEP) designation
• Robust organizational and relationship-building skills
• Ability to handle confidential information discreetly

Embrace the chance to make a meaningful impact in trust administration and client engagement with TD Private Trust.
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📌 Private Client Services Associate at TD (Ontario)
🏢 TD
📍 Ontario