Become a Private Trust Officer with TD in Burlington, Ontario, focusing on estate management and client relations. Bring your expertise to manage trust accounts and deliver seamless service to clients.
In this role at TD, you will oversee existing and new estate, trust, and agency accounts. Your responsibilities include fostering trusted relationships with clients, beneficiaries, and co-trustees while providing comprehensive advice for complex financial needs. You will also ensure integration of trust services and stay informed about industry regulations.
Key Responsibilities:
• Build relationships with clients and trust partners
• Develop customized advice plans for complex client needs
• Understand business and regulatory environments affecting trusts
• Motivate and collaborate with internal and external partners
• Manage accounts with discretion in investment and tax services
Requirements:
• Undergraduate degree with over five years’ experience
• Progre...