Elevate your career as an Executive Trust Officer with TD Wealth in Vancouver, British Columbia. Manage high-value client relationships, complex Trust activities, and drive business development with a focus on tailored solutions.

TD Private Wealth Management seeks an experienced Executive Trust Officer to oversee substantial client accounts. This key role involves building lasting relationships with high net worth clients, facilitating Trust product integration, and leading complex deal structures. You will be pivotal in anticipating client needs and collaborating with business partners while delivering comprehensive advice.

Key Responsibilities:
• Manage existing strategic accounts and current client referrals
• Integrate Trust products based on client needs




• Coach business partners to fulfill Trust requirements
• Solve complex financial problems effectively
• Maintain robust compliance and risk management processes

Requirements:
• Undergraduate degree with over 8 years experience
• Canadian Investment Regulatory Exam (CIRE) certified
• Trust and Estate Practitioner (TEP) designation
• Strong knowledge in Trust and financial law
• Excellent communication and collaborative skills

Utilize your expertise in relationship management and Trust services to benefit clients and develop long-term wealth strategies at TD Wealth.
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📌 Executive Trust Officer at TD Wealth (British Columbia)
🏢 TD
📍 British Columbia