Launch your career as a Trust and Estate Associate with TD Wealth in Sudbury, Ontario. Work closely with Indigenous clients and enhance relationships through expert trust management services. As a Private Client Services Associate, you’ll partner with experienced Trust Officers to navigate complex trust accounts and deliver excellent client service.

This role emphasizes maintaining confidentiality, accurate documentation, and the operational efficiency of Indigenous trust services. Ideal for those drawn to wealth management and Indigenous community support. Key Responsibilities:
Assist in managing Indigenous trust accounts
Act as a point of contact for client inquiries
Prepare necessary client documentation and reports




Coordinate client meetings and follow-ups
Ensure compliance with industry regulations Requirements:
Undergraduate degree or equivalent experience
Completion or progress towards Canadian Securities Course
Attention to detail with robust organizational skills
Effective communication and relationship-building capabilities
Commitment to supporting Indigenous clients and communities Engage in meaningful work that enriches client lives and fosters relationships with TD Wealth’s Private Trust team.

📌 Trust And Estate Associate At Td Wealth Northeastern Ontario (Canada)
🏢 TD
📍 Canada