Private Trust Client Service Associate

TD Ameritrade

Montréal, Quebec, Canada
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Not specified (assumed to be hybrid due to location)
Bilingual proficiency in english and french
Strong attention to detail and organization
Experience in financial services or legal environment
TD Ameritrade is seeking a Private Trust Client Service Associate in Montréal, Quebec, to support Trust Officers and Private Trust Managers by providing administrative and service support to high-net-worth clients. The ideal candidate should possess strong communication and organizational skills, be bilingual in English and French, and have a background in financial services or a legal environment

Job Summary

  • This role supports the Private Wealth Management team by providing consistent administrative and analytical support to Trust Officers and managers.
  • The successful candidate will serve as a secondary contact for high-net-worth clients, ensuring seamless service delivery and maintaining accurate client profiles.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 75

TD Ameritrade is seeking a Private Trust Client Service Associate in Montréal, Quebec, to support Trust Officers and Private Trust Managers by providing administrative and service support to high-net-worth clients. The ideal candidate should possess strong communication and organizational skills, be bilingual in English and French, and have a background in financial services or a legal environment.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Bilingual proficiency in English and French
  • Strong attention to detail and organization
  • Experience in financial services or legal environment

Nice-to-have

  • Interest in building a career in Private Trust services
  • Ability to work autonomously in complex environments
  • Willingness to assist team members collaboratively

Key Requirements

  • Undergraduate degree required
  • Working towards or completion of Canadian Securities Course (CSC)
  • TEP certification is an asset

Work Rights

Not specified

Tailored Resume

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