Elevate client service excellence with TD Wealth as a Private Trust Client Services Associate in Barrie, Ontario. Support Trust Officers in managing complex trust accounts while delivering high-touch client interactions.

Join TD Private Wealth Management, where sophisticated wealth planning meets personalized advice. As a Private Trust Client Services Associate, you’ll collaborate closely with Trust Officers, assisting in the administration of intricate trust accounts. This role allows you to build robust client relationships while gaining exposure to trust administration and estate management.

Key Responsibilities:
• Support Trust Officers in administration of trust accounts
• Serve as primary contact for client inquiries
• Prepare and maintain accurate client documentation




• Coordinate client meetings and follow-up activities
• Collaborate with internal teams to resolve issues

Requirements:
• Undergraduate degree or equivalent experience
• Strong organizational skills with attention to detail
• Excellent communication skills with a client-first focus
• Ability to maintain confidentiality and sound judgment
• Interest in wealth management and trust administration

Bring your attention to detail and relationship-building skills to TD Wealth and make a lasting impact.
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📌 Private Trust Associate in Barrie (Ontario)
🏢 The Toronto-Dominion Bank (Canada)
📍 Ontario