Associate Trust Officer
Role Overview
Administers a select portfolio and works alongside experienced trust professionals in TD Wealth Private Trust.
Supports high-net-worth individuals and families with trust, estate, and wealth-transition matters.
Key Skills for This Role
Full Job Posting
Role overview
Administers a select portfolio and works alongside experienced trust professionals in TD Wealth Private Trust.
Supports high-net-worth individuals and families with trust, estate, and wealth-transition matters.
What you'll do
- Administer estate, trust, and agency accounts and build relationships with clients, families, beneficiaries, and co-trustees.
- Participate in client meetings, contribute to complex matters, and develop expertise in trust and estate solutions.
- Anticipate client needs, connect them to TD Wealth expertise, and provide personalized service.
- Support retention and growth of Private Trust relationships; escalate complex or high-risk matters.
- Maintain operational, regulatory, and risk-management practices.
What you bring
- At least 2 years of relevant experience, potentially in private trust, estate administration, paralegal, law clerk, or similar work.
- Strong client and relationship-management skills and interest in trusts, estates, and intergenerational wealth planning.
- An undergraduate degree or college diploma is preferred.
- CETA completion or pursuit is a strong asset but is not required; TEP completion, pursuit, or interest is an asset.
Workplace and hours
- The workplace model is 5 days in the office in London, Ontario.
- The listed work hours are 37.5.
Compensation
- The listed pay range is $59,500–$84,000 CAD; no pay cadence is specified.
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