Location: Halifax, Nova Scotia, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay: $77,500 - $109,400 CAD

Job Description

As a Trust Officer in Private Wealth Management, you will manage existing and newly referred estate, trust and agency accounts of varying complexity while building and maintaining trusted relationships with clients, beneficiaries and co‑trustees.

Responsibilities

• Build and maintain relationships with clients, beneficiaries and co‑trustees, including client profiling to identify and anticipate needs and manage sales and referrals.
• Create and maintain a comprehensive advice plan for clients with complex needs and advise in niche areas where appropriate.
• Possess a deep understanding of the business, competitive landscape and the economic and legal/regulatory workplace, particularly as it affects Private Trust clients.
• Lead, motivate and develop re...