06 Sep
|
TD
|
British Columbia
06 Sep
TD
British Columbia
Become a key player in TD Wealth as a Senior Trust Officer located in Vancouver, British Columbia. Focus on managing complex Trust activities and nurturing high-value client relationships through personalized wealth solutions.
In this role, you will thrive in overseeing significant accounts while building strong connections with high net worth clients. The position requires skilled relationship management, problem-solving capabilities, and a deep understanding of clients' evolving needs and regulatory environments. You'll work closely with wealth partners to deliver integrated advice and fulfill diverse Trust requirements.
Key Responsibilities:
• Manage a portfolio of high net worth Trust clients
• Facilitate Trust product integration for tailored solutions
• Collaborate with business partners for strategy alignment
• Lead problem-solving initiatives for complex transactions
• Uphold compliance and regulatory standards
Requirements:
• Bachelor’s degree with at least 8 years of relevant experience
• CIRE certification is required
• TEP designation preferred
• Knowledge of Trust, estate planning, and financial regulations
• Solid interpersonal and independent working skills
Drive impactful wealth management and foster enduring client relations at TD Wealth as a Senior Trust Officer.
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📌 Senior Trust Officer Role in Vancouver (British Columbia)
🏢 TD
📍 British Columbia