Join TD Wealth in Sudbury, Ontario as a Private Trust Client Service Associate specializing in Indigenous Trust Services. Provide outstanding support while managing diverse trust accounts and relationships.
As part of TD Private Trust, you will assist in the administration of trust services for Indigenous clients, enhancing the client experience through detailed and organized support. This role requires a proactive approach while collaborating with Trust Officers on complex accounts and staying informed about the latest industry trends.
Key Responsibilities:
• Aid in administering Indigenous trust accounts effectively
• Organize and maintain essential client documentation
• Promptly address client inquiries through effective communication
• Improve knowledge of trust services and industry practices
• Work collaboratively within cross-functional teams
Requirements:
• Undergraduate degree required
• Progress in Canadian Securities Course (CSC) preferred
• Completion of Trust & Estate Practitioner (TEP) is valued
• Excellent communication and independent working skills
• Proven relationship-building capabilities
Drive client satisfaction and deliver exceptional service in your role at TD.
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📌 Client Service Associate for Indigenous Trusts (Ontario)
🏢 TD
📍 Ontario
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