Private Trust Client Service Associate

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Hours:

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Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

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.

We are seeking a Private Trust Client Services Associate to join our growing team. In this role, you'll partner with experienced Trust Officers to support the administration of complex trust accounts and help deliver the high-touch client experience that TD Wealth is known for. You'll gain exposure to sophisticated trust arrangements, meaningful client relationships, and a unique area of wealth management where your work has a lasting impact.

This is an excellent opportunity for someone who thrives in a relationship-focused environment, enjoys solving problems, has exceptional attention to detail, and is looking to build expertise in trust and estate administration.

Job Responsibilities:

• Support Trust Officers in the day-to-day administration of accounts and client relationships

• Serve as a key point of contact for clients, responding to inquiries and coordinating timely solutions

• Prepare, review, and maintain client documentation, account records, and correspondence with a high degree of accuracy and confidentiality

• Coordinate client meetings, follow-up activities, and ongoing relationship management initiatives

• Ensure service requests and account activities are completed efficiently while meeting regulatory and internal requirements

• Collaborate with internal partners across TD Wealth to deliver seamless client service and resolve complex issues

• Contribute to process improvements and help identify opportunities to enhance the client experience

• Stay current on trust industry developments, policies, and best practices to support clients and the broader team

• Support a collaborative team environment and contribute to the continued growth and success

Job Requirements:

• Undergraduate degree or equivalent experience

• Working towards or completion of the Canadian Investment Regulatory Exam (CIRE) preferred

• Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset

• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities

• Excellent communication and relationship-building skills with a client-first mindset

• Proven ability to work independently while collaborating effectively within a team environmen

• Sound judgment, professionalism, and the ability to handle confidential information with discretion

• A genuine interest in wealth management, trust administration, and supporting Indigenous clients and communities

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re 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 you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll 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.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll 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 you’d 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.

We look forward to hearing from you!

Language Requirement (Quebec only):