Trust Officer

TD Bank

Halifax, Nova Scotia, Canada
Base: $77,500 - $109,400 cad; bonus/equity: not sp...
Manage existing and newly referred estate accounts
Build trusted relationships with clients
Create comprehensive advice plans for complex needs
The role involves managing existing and newly referred estate, trust, and agency accounts of varying complexity for high net worth clients

Job Summary

  • The role involves managing existing and newly referred estate, trust, and agency accounts of varying complexity for high net worth clients.
  • TD Private Wealth Management takes a sophisticated approach to wealth planning to provide highly personalized advice and solutions.
  • The position offers growth opportunities, skill development, and a competitive total rewards package including health benefits and retirement programs.

Matching Summary

The role involves managing existing and newly referred estate, trust, and agency accounts of varying complexity for high net worth clients.

Salary

Base: $77,500 - $109,400 CAD; Bonus/Equity: Not specified; Benefits: Health, well-being, savings, retirement programs included

Skills & Requirements

Must-have

  • manage existing and newly referred estate accounts
  • build trusted relationships with clients
  • create comprehensive advice plans for complex needs

Nice-to-have

  • deep understanding of competitive landscape
  • thought leadership in role
  • collaborative communication skills

Key Requirements

  • Undergraduate degree required
  • Over 5 years of industry experience
  • Working towards Canadian Securities Course (CSC)
  • Trust and Estate Practitioner designation is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter