Private Trust Client Service Associate in Vancouver

Work Location: Vancouver, British Columbia, 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.

Job Description:

We are seeking a Private Client Services Associate – Indigenous Trust Services (ITS) who will provide support in trust administration, assisting the team in delivering a legendary client experience while managing trust accounts for Indigenous clients. The successful candidate will work alongside Trust Officers in the Indigenous Trust Services team on complex accounts and contribute to a fast-growing and rewarding environment.

As a Private Trust Client Service Associate, you will provide consistent administrative, analytical and service support to our ITS Trust Officers and Private Trust Manager. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers.

In addition, you will:

• Support a designated relationship manager in meeting service commitments to Private Trust ITS clients through highly personable communication and correspondence.
• Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers.
• Ensure accurate, organized and efficient service to external clients and internal colleagues and contacts reflecting TD's industry-leading high standards and guiding principles.
• Efficiently handle and promptly respond to all incoming calls, questions and requests and/or direct to the appropriate person or area.
• Support the Private Trust ITS business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques.
• Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross-functional team collaboration.
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date.

Job Requirements:

• Undergraduate degree.
• Working towards or completion of the Canadian Securities Course (CSC).
• Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset.
• Strong communication skills with the ability to work collaboratively, confidentially and independently, follow instructions/direction, and build relationships.

Our Total Rewards Package:

Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Colleague Development:

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.

Training & Onboarding:

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process:

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation:

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Our Values:

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

Our Commitment to Diversity, Equity, and Inclusion:

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.

Helping to Make an Impact in Communities – TD Ready Commitment:

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.