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thetorontodominionbankcanada.com
The Private Client Services (PCS) Trust Advisor II administers and retains assigned accounts, including trusts, estates, and personal retirement relationships, while developing comprehensive financial strategies for clients. The role involves establishing strong business relationships, advising on banking needs, estate planning, and tax matters, and achieving sales goals through proactive client engagement and networking. This position requires thorough knowledge of wills, estate, trust, and investments to manage complex accounts and provide tailored financial solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for thetorontodominionbankcanada.com.
12% below the average for this role