Sr. Trust Advisor
TD Bank Group(12 days ago)
About this role
The Senior Trust Advisor at TD Wealth is responsible for administering complex trust accounts and developing comprehensive financial strategies for clients. The role involves building and maintaining strong client relationships, providing estate planning advice, and ensuring high-quality service delivery. It also includes overseeing less experienced staff and supporting business development activities.
Required Skills
- Trusts
- EstatePlanning
- FinancialAnalysis
- ClientRelations
- TaxMatters
- FinancialPlanning
- InvestmentManagement
- EstateAdministration
- RelationshipManagement
- Banking
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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