Job Description
Join TD Wealth as a Senior Trust Officer in Ottawa, where you will manage client relationships and navigate complex trust services. This role focuses on high net worth clients and requires strategic problem-solving abilities.
You’ll be responsible for maintaining relationships with key stakeholders while providing exceptional service and integrated wealth solutions. Your profound knowledge in the financial sector will enable you to handle intricate clients’ requirements, guiding them through their wealth management journey effectively.
Key Responsibilities:
• Lead management for high net worth client accounts
• Develop and implement comprehensive wealth plans
• Assist in business development for private trust services
• Identify regulatory trends and respond to client needs
• Work collaboratively across various business lines
Requirements:
• Bachelor's degree and 8+ years in wealth management
• Required completion of Canadian Investment Regulatory Exam (CI...
You’ll be responsible for maintaining relationships with key stakeholders while providing exceptional service and integrated wealth solutions. Your profound knowledge in the financial sector will enable you to handle intricate clients’ requirements, guiding them through their wealth management journey effectively.
Key Responsibilities:
• Lead management for high net worth client accounts
• Develop and implement comprehensive wealth plans
• Assist in business development for private trust services
• Identify regulatory trends and respond to client needs
• Work collaboratively across various business lines
Requirements:
• Bachelor's degree and 8+ years in wealth management
• Required completion of Canadian Investment Regulatory Exam (CI...