Private Trust Client Service Associate (Toronto)

Private Trust Client Service Associate (Toronto)

24 Oct
|
TD Bank Group
|
Toronto

24 Oct

TD Bank Group

Toronto

- # Assoc., Service à la clientèle, Services fiduciairesPostuler: Principalement au bureau: Toronto, Ontario: Temps plein: Publié aujourd'hui: Date de fin : 4 novembre 2026 (Il reste 13 jours pour postuler): R\_1517827Lieu de travail :Toronto, Ontario, CanadaHoraire :37.5Secteur d’activité :Gestion de patrimoine TDDétails de la rémunération :$52,700 - $74,400 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.Description du poste :Private Trust (PT), as part of the TD Wealth, Specialized Services division, provides a full range of Trust services to individuals, corporations and charitable entities.

The Specialized

Services division includes Private Banking and Wealth Advisory Services. With a focus on building long lasting intergenerational relationships with clients, PT assists in the management of financial and estate plans through accumulation, preservation and transition,



while working closely with other internal business partners to look for opportunities to refer clients to them as part of the ongoing solutions offered.The Private Trust PCSA provides administrative support to Trust Officer(s) in meeting service commitments to Private Trust clients while delivering a level of service to internal and external partners that reflects TDBFG standards and guiding principles. The strength of the administrative support delivered by the PCSA is key to the financial and operational excellence that is TD Private Trust. Accountabilities: Service/Support /Administration* Provide Exceptional client service and timely administration based on client requests/commitments and/or fiduciary responsibilities* Effectively execute / manage expectations for requests from internal partners and clients* Assist ensuring fees/revenue is collected on a timely basis* Compliance/Risk Management* Follow policies and procedures* Assist in ensuring accounts/files are properly documented* Perform quarterly risk review of accounts/files* Limit deficiency reports and address in timely manner* Team Support & Development* Participate in department projects and initiatives* Share knowledge and best practices –assist others as necessary - act as a resource.

Attend and actively contribute to group meetings Attend internal or external courses* Seek opportunities to increase level of knowledge and experienceSkills and Education Requirements: Canadian Investment Regulatory Exam (CIRE) or IFIC an asset* Working towards completion of TEP – Trust & Estate Practitioner an asset* Undergraduate Degree* Solid organization skills, detail oriented and able to multi-task and prioritize work load* Committed to completing administrative tasks within designated time frames* Excellent communication skills, self starter and team player* Previous experience demonstrating positive relationship skills both with clients and within a team* Receptive to learning; critical thinker; comfortable asking questions to better understand complex situations* Experience in the financial services industry in one or more sectors; career aspirations in the Trust industry an asset

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

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