Job Title

Associate Trust Officer at TD Location: Edmonton, Alberta, Canada Hours: 37.5 per week Line of Business: TD Wealth Pay: $59,500 $84,000 CAD Job Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Private Trust builds dynamic and longlasting relationships with high net worth clients. Our highly integrated core team and other wealth partners work seamlessly together as ONE TD to help clients manage, preserve or transfer wealth according to the client's wishes for future generations. Responsibilities CUSTOMER Manage select group of estates, trusts and agency accounts as well as guide individuals/families in the development of estate plans Relationship management of established client accounts including client beneficiaries and cotrustees Shadow, and participate in coaching/mentoring sessions with seasoned PT professionals including client interactions Develop client profiles to identify/anticipate needs of clients and their families and managing effective referrals and handoffs that deepen client relationships and result in the contribution of additional business Provide each client with an optimal client experience by including strong and sustainable client contact routines SHAREHOLDER Contribute to the achievement of business objectives by proactively servicing and retaining clients to increase profitability and enable business growth Promote and offer full suite of products, sales, services and banking capabilities Identify opportunities, to refer/retain outbound client assets/trust distributions, assemble client information packages for retention/referral Protect the interests of the organization identify and manage risks, and elevate nonstandard, high risk transactions / activities as necessary Support centre revenue goals through effective administration and account management, including timely collection of fee revenue Adhere to internal policies / procedures and applicable regulatory guidelines Identify and recommend technological / process improvements which may improve overall productivity and client satisfaction Provide accurate, organized and efficient administrative support, apply due diligence to all account/client documentation within current policy/centre operating procedures Consistently exercise discretion in managing correspondence, information elevate issues where required Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct EMPLOYEE / TEAM Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues / points of interest Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques Participate in personal performance management and development activities, including cross training within own team Keep others informed and uptodate about the status / progress of projects and / or all relevant or useful information related to daytoday activities Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and / or guidance as appropriate. Contribute to a fair, positive and equitable environment that supports a diverse workforce Act as a brand champion for your business area/function and the bank, both internally and / or externally BREADTH & DEPTH Professional role with a focus on building capability of client relationship management and / or sales advisory support within their own area of specialty Requires expanded knowledge of products/services and key competitors Understands key business and client drivers and processes in the context of own work Identifies sales/ referral opportunities at increasing levels of complexity Sound knowledge of assigned clients needs, the competitive landscape and broader market factors Coordinates activities and timelines across multiple teams to ensure client needs are met Executes a moderately complex sales or account management process, focusing on client data gathering Investigates and analyzes possible alternative solutions and approaches based on documentation of the client fact pattern Work performed under management guidance and supervision Reports to Private Trust Manager Experience & Education Undergraduate degree and/or minimum 2 years of industry experience Working towards completion of Canadian Securities Course Working towards completion of TEP Trust & Estate Practitioner an asset Benefits Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental wellbeing goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and wellbeing benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more Additional Information Were delighted that youre considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, were committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If youre interested in a specific career path or are looking to build certain skills, we want to help you succeed. Youll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role. Interview Process Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Language Requirement (Quebec Only) Sans Objet #J-18808-Ljbffr