29 Aug
|
TD Private Trust
|
Winnipeg
29 Aug
TD Private Trust
Winnipeg
DescriptionTD Private Trust, part of TD Wealth Private Wealth Management, provides a full range of trust services to clients, including individuals, corporations, First Nations, Métis, Inuit, and charitable entities. Our focus is on long‑term relationship building, protection of assets, and responsible administration and management of financial plans.RolePrivate Client Services Associate – Indigenous Trust Services (ITS) who will support trust administration, assisting the team in delivering a legendary client experience while managing trust accounts for Indigenous clients. The successful candidate will work alongside Trust Officers in the Indigenous Trust Services team on complex accounts.LocationWinnipeg, Manitoba, CanadaHours37.5 hours per weekCompensation$52,700 – $74,400 CAD annually (base salary)ResponsibilitiesSupport a designated relationship manager in meeting service commitments to Private Trust ITS clients through highly personable communication and correspondenceMaintain client profiles and account‑specific documents, as well as client contact routines for all clients and support client relationship managersEnsure accurate, organized,
and effective service to external clients and internal colleagues, reflecting TD’s industry‑leading high standards and guiding principlesEfficiently handle and respond promptly to all incoming calls, questions and requests, directing to the appropriate person or areaContinuously improve professional knowledge and keep current on trends, developments, tools, and techniquesWork autonomously and provide specialized skills and expertise in a moderate to high‑complexity environment, collaborating cross‑functionally as neededAssist others in completion and performance of work activities, keeping others informed and up to dateQualificationsUndergraduate degreeWorking towards or completion of the Canadian Securities Course (CSC)Working towards or fulfillment of TEP (Trust & Estate Practitioner) is desirableStrong communication skills with the ability to work collaboratively, confidentially, and independently; ability to followinstructions, build relationships#J-18808-Ljbffr
📌 Assoc., Service À La Clientèle, Services Fiduciaires - C$52,700 - C$74,400 A Year (Winnipeg)
🏢 TD Private Trust
📍 Winnipeg