Manage complex trust relationships in Windsor with TD Private Wealth Management, applying estate expertise and client-focused relationship management.
As a Trust Officer, you will manage existing and newly referred estate, trust, and agency accounts of varying complexity. You will serve high-net-worth clients, beneficiaries, and co-trustees while contributing to a highly integrated wealth management team. The role requires professional expertise, discretion, and effective collaboration across TD.
Key Responsibilities:
- Manage estate, trust, and agency accounts of varying complexity
- Build relationships with clients, beneficiaries, and co-trustees
- Create comprehensive advice plans for complex client needs
- Integrate trust products and services with wealth partners
- Exercise judgment across tax, investment, and administrative needs
Requirements:
- Undergraduate degree and over five years of industry experience
- Working toward completing the Canadian Securities Course
- Ability to communicate effectively and work collaboratively
- Trust and Estate Practitioner designation progress is an asset
- Skilled designations such as MBA, CA, LLB, or CFA desirable
Apply your trust administration, estate planning, and relationship-management expertise serving high-net-worth clients at TD.