Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $74,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. 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. The base pay actually offered may vary based upon the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Private Trust (PT), as part of the TD Wealth, Specialized Services division,providesa full range of Trust services to individuals,corporationsand 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,preservationand 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.

Job Description

ThePrivate Trust PCSAprovides administrative support toTrust Officer(s) in meeting service commitments to Private Trustclients while delivering a level of servicetointernal 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 operationalexcellence that isTD Private Trust.
Accountabilities:

- Service/Support /Administration
- ProvideExceptional client service andtimelyadministration based on client requests/commitments and/or fiduciaryresponsibilities
- Effectively execute / manage expectations for requests from internal partners andclients
- Assistensuring fees/revenue is collected ona timelybasis
- Compliance/Risk Management
- Follow policies andprocedures
- Assistin ensuring accounts/files are properlydocumented
- Perform quarterly risk review of accounts/files
- Limit deficiency reports and address intimelymanner
- Team Support & Development
- Participate in department projects andinitiatives
- Share knowledge and bestpractices –assist others as necessary - act as a resource.
- Attend and actively contribute to groupmeetings
- Attend internal or externalcourses
- Seek opportunities to increase level of knowledge and experience

Skills and Education Requirements

- Canadian Investment Regulatory Exam (CIRE)or IFIC an asset
- Working towards completion of TEP – Trust & Estate Practitioner an asset
- Undergraduate Degree
- Strong organization skills, detail oriented and able to multi-task and prioritizeworkload




- Committed to completing administrative tasks within designatedtimeframes
- Excellent communication skills,selfstarterand team player
- Previousexperiencedemonstratingpositive relationship skills both with clients and within ateam
- Receptive to learning; critical thinker; comfortable asking questions to better understand complexsituations
- Experience in the financial services industry in one or more sectors; career aspirations in the Trust industry an asset

Who We Are

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

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 perks, savings and retirement pr

📌 Private Trust Client Service Associate (Canada)
🏢 TD
📍 Canada