Base: $77,500 - $109,400 cad; bonus/equity: not sp...
On-site
Seamless service delivery to high value clients
Build and maintain trusted relationships
Holistic goals discovery approach
TD Bank is seeking a Trust Officer for its Halifax, Nova Scotia location, focusing on providing exceptional service to high-net-worth clients while managing complex estate and trust accounts. The ideal candidate will possess strong relationship-building skills, relevant industry experience, and a commitment to professional development
Job Summary
TD Private Wealth Management provides sophisticated and holistic wealth planning and protection to deliver highly personalized advice, solutions, and service to clients.
As a Trust Officer, you will manage existing and newly referred estate, trust, and agency accounts of varying complexity, thriving in building and maintaining trusted relationships with clients, beneficiaries, and co-trustees.
TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a total rewards package that reflects investments in colleagues' financial, physical, and mental well-being.
Matching Summary
Match Score: 85
TD Bank is seeking a Trust Officer for its Halifax, Nova Scotia location, focusing on providing exceptional service to high-net-worth clients while managing complex estate and trust accounts. The ideal candidate will possess strong relationship-building skills, relevant industry experience, and a commitment to professional development.
Salary
Base: $77,500 - $109,400 CAD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Seamless service delivery to high value clients
Build and maintain trusted relationships
Holistic goals discovery approach
Manage, preserve or transfer wealth
Nice-to-have
Thought leadership in role and to the team
Develop, sustain and model highly productive working relationships
Key Requirements
Over 5 years of industry experience
Undergraduate degree
Working towards Canadian Securities Course (CSC)
Ability to work collaboratively and communicate effectively