At a Glance
- Tasks: Provide exceptional client service and administrative support to Trust Officers.
- Company: Join TD Wealth, a leader in financial services with a focus on client relationships.
- Benefits: Competitive salary, growth opportunities, and a supportive work environment.
- Other info: Dynamic team culture with opportunities for professional development.
- Why this job: Make a real impact in the Trust industry while developing your skills.
- Qualifications: Strong organizational skills, communication abilities, and a passion for finance.
The predicted salary is between 52700 - 74400 $ per year.
Principalement au bureau: Toronto, Ontario
Temps plein
Date de fin : 4 novembre 2026 (Il reste 13 jours pour postuler)
Lieu de travail : Toronto, Ontario, Canada
Horaire : 37.5
Secteur d’activité : Gestion de patrimoine TD
Détails de la rémunération : $52,700 - $74,400 CAD
La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD.
En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.
Description du poste : Private Trust (PT), as part of the TD Wealth, Specialized Services division, provides a full range of Trust services to individuals, corporations and 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, preservation and 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.
Accountabilities:
- Provide Exceptional client service and timely administration based on client requests/commitments and/or fiduciary responsibilities
- Effectively execute/manage expectations for requests from internal partners and clients
- Assist ensuring fees/revenue is collected on a timely basis
- Follow policies and procedures
- Assist in ensuring accounts/files are properly documented
- Perform quarterly risk review of accounts/files
- Limit deficiency reports and address in timely manner
- Participate in department projects and initiatives
- Share knowledge and best practices – assist others as necessary - act as a resource.
- Attend and actively contribute to group meetings
- Attend internal or external courses
- 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 prioritize work load
- Committed to completing administrative tasks within designated time frames
- Excellent communication skills, self starter and team player
- Previous experience demonstrating positive relationship skills both with clients and within a team
- Receptive to learning; critical thinker; comfortable asking questions to better understand complex situations
- Experience in the financial services industry in one or more sectors; career aspirations in the Trust industry an asset
Private Trust Client Service Associate in Toronto employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
