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PCS Trust Advisor II - Burlington, VT at TD Bank - ApplyBlast

PCS Trust Advisor II - Burlington, VT

TD Bank

5 months ago

Burlington, VT

Onsite

Full Time

Senior

0 applicants

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About this role

The Private Client Services (PCS) Trust Advisor II administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships. Establishes and maintains strong business relationships with clients, determines their financial goals and objectives and develops comprehensive financial strategies and plans.

Responsibilities

Administers and retains assigned accounts
Establishes and maintains strong business relationships with clients
Develops comprehensive financial strategies and plans
Advises clients concerning banking needs, estate planning, gifting, and tax matters
Achieves assigned sales goals by developing internal and external networks

Skills

Qualifications

Bachelor's DegreeFinancial Professional DesignationCompletion of a Recognized Trust School Program

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).