Td Bank Trust Officer Canada, Alberta, Edmonton 719248477
Job Description:
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection tohighly personalized advice,and service to clients.
Private Trustbuilds dynamic and long-lasting relationships withhigh net worthor transfer wealth according to the client's wishes for future generations.
Trust Officer, you will manage existing and newly referred estate,and agency accounts of varying complexity. You will thrive building andtrusted relationships with clients,and co-trustees.
In addition, you will:
Build andrelationships with clients,and co-trustees, with responsibility for client profiling toneeds and manage sales and referrals
Create anda comprehensive advice plan for clients with complex needs andthe requisite skills to advise in niche areas where appropriate
and the economic and legal/regulatory environment, particularly as it affects the industry and applies to Private Trust clients
Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrativeand partner documentation
Stay ahead of emerging issues, trends and evolving regulatory requirements;
Requirements :
Undergraduate degree with over 5 years of industry experience
Working towards completion of Canadian Securities Course (CSC)
Working towards fulfillment of Trust and Estate Practitioner (TEP) designation is an asset
Professional designations such as MBA, CA, LLB, CFA (or other) desirable
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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