Serve TD Wealth clients in Toronto through private trust administration, client service, and detailed account support. Apply organization and communication skills in a 37.5-hour workweek.
As a Private Trust Client Service Associate, you will support individuals, corporations, and charitable entities. The position involves managing client and internal requests, supporting fiduciary responsibilities, and working with internal partners. You will help maintain accurate files, address risk items, and contribute to department initiatives.
Key Responsibilities: Provide exceptional client service and timely administration
Manage requests from clients and internal partners
Support timely fee and revenue collection
Review accounts and files for risk quarterly
Participate in projects, meetings, and knowledge sharing
Requirements: Undergraduate degree
Robust organization, attention to detail, and prioritization
Excellent communication skills and positive relationship skills
Financial services industry experience
CIRE or IFIC and TEP progress are assets
Bring client service, trust administration, communication, and risk awareness to TD Wealth’s Private Trust team in Toronto.

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📌 Private Trust Client Service Associate (Ontario)
🏢 TD Bank Group
📍 Ontario