Executive Trust Officer at TD Wealth

Become an Executive Trust Officer with TD Wealth in Ottawa, Ontario. Drive client relationships and navigate complex estate needs while collaborating with a premier wealth management team.

In this role, you'll be responsible for managing strategic accounts and fostering relationships with high net worth clients. You will coach business partners while ensuring the seamless integration of Trust products. Your expertise will help clients preserve and transfer wealth according to their wishes.

Key Responsibilities:
• Manage complex client files and strategic accounts
• Facilitate Trust product integration based on client needs
• Coach and guide business partners in Trust services
• Lead problem-solving for complex deals and clients
• Manage referrals between Private Trust and Wealth Advisors

Requirements:
• Undergraduate degree with 8+ years of experience
• Canadian Investment Regulatory Exam (CIRE) completion...