23 Oct
|
TD
|
Sudbury District
23 Oct
TD
Sudbury District
TD Wealth 50,600 - $71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. TD Private Trust, part of TD Wealth Private Wealth Management, provides specialized trust and estate services to individuals, corporations, charitable organizations, and Indigenous communities across Canada.
Our Indigenous Trust
Services (ITS) team partners with First Nations, Métis, and Inuit clients to administer complex trusts, safeguard assets, and support long-term financial priorities through strong relationships, specialized expertise, and exceptional service. We are looking for a Private Client Services Associate, Indigenous Trust Services (ITS) to join our growing team. This is an opportunity to build a career in a highly specialized area of wealth management while contributing to work that has a meaningful and lasting impact for Indigenous clients and communities.
As your knowledge and experience grow, you'll have the opportunity to take on increasing responsibility, deepen your trust expertise, and build the skills needed to progress within Indigenous Trust Services and the broader TD Wealth organization. This role is well suited to someone who is curious, relationship-focused and highly organized, and who wants to develop specialized expertise while building a long-term career in Wealth. Partner with Trust Officers to support the administration and ongoing management of Indigenous trust relationships.
Build relationships with clients, becoming a trusted point of contact for inquiries, service needs, and follow-up. Develop hands-on knowledge of trust administration, documentation, governance requirements, and account activity. Help navigate client requests and complex situations by working with partners and subject-matter experts across TD Wealth.
Maintain accurate client records and documentation while ensuring regulatory, fiduciary, and internal requirements are met. Build your technical and relationship-management capabilities through exposure to increasingly complex trust matters. Stay current on developments in trust and estate administration and apply that knowledge to support clients and the team.
Undergraduate degree, College diploma, or equivalent combination of education and experience. ~1 to 3 years experience in administration, legal support, procurement, contracts management, or Trust & Estates. ~ Pursuit or completion of the Trust and Estate Practitioner (TEP) designation is an asset - but not required. ~ Excellent communication and relationship-building skills. ~ A genuine interest in working with and supporting Indigenous clients and communities. Why Join TD Private Trust? Take on greater responsibility as your experience develops and build capabilities that can support future opportunities within Indigenous Trust Services and TD Wealth.
Work closely with Trust Officers and partners across Private Wealth Management while gaining exposure to sophisticated client needs and trust structures.
Support
Indigenous clients and communities with trust relationships designed around their priorities and long-term objectives. Continue building your professional knowledge and pursue relevant industry education and designations. TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total
Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.
Total
Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive perks plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your recent role. We do our best to communicate outcomes to all applicants by email or phone call.
Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
Language
Requirement (Quebec Only)
📌 Private Trust Client Service Associate - Indigenous Trust (Sudbury District)
🏢 TD
📍 Sudbury District