Job Description
Elevate your career as a Senior Trust Officer with TD Wealth in Ottawa, Ontario. Build meaningful relationships while managing complex trust activities and providing tailored client solutions.
In this pivotal role, you will oversee a growing client base and handle strategic accounts for TD Private Wealth Management. Your expertise in managing complex files will empower you to provide personalized advice, ensure seamless trust integration, and foster collaboration with business partners. You’ll also identify emerging issues and trends to tailor our services effectively.
Key Responsibilities: • Manage complex client accounts with strategic focus • Facilitate trust product integration and client needs assessment • Lead problem-solving efforts and manage client referrals • Integrate knowledge from Bank's various areas to craft advice plans • Provide thought leadership and participate as a team member
Requirements: • Undergraduate degree and over 8 years experienc...
In this pivotal role, you will oversee a growing client base and handle strategic accounts for TD Private Wealth Management. Your expertise in managing complex files will empower you to provide personalized advice, ensure seamless trust integration, and foster collaboration with business partners. You’ll also identify emerging issues and trends to tailor our services effectively.
Key Responsibilities: • Manage complex client accounts with strategic focus • Facilitate trust product integration and client needs assessment • Lead problem-solving efforts and manage client referrals • Integrate knowledge from Bank's various areas to craft advice plans • Provide thought leadership and participate as a team member
Requirements: • Undergraduate degree and over 8 years experienc...
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