Trust Officer Role at TD Wealth Management

Explore a rewarding career with TD Wealth Management as a Trust Officer in Burlington, Ontario. This role is pivotal in managing estate and trust accounts while ensuring high-quality service delivery to high-value clients.
In this position, you will apply over five years of valuable industry experience to enhance client connections and provide comprehensive financial advice. Your skills will be essential in understanding complex estate needs, navigating the regulatory landscape, and working collaboratively to meet client goals.
Key Responsibilities:
• Manage and oversee estate, trust, and agency accounts
• Maintain relationships with clients, beneficiaries, and co-trustees
• Develop and implement tailored financial advice plans
• Engage with internal partners to meet client objectives
• Monitor industry developments and regulatory challenges
Requirements:
• Undergraduate degree with 5+ years of industry expertise
• Pursuing completion of Canadian Investmen...