ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Trust Officer at TD Bank - ApplyBlast

Trust Officer

TD Bank

4 months ago

Burlington, Ontario

Onsite

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

As a Trust Officer at TD Wealth, you will build and maintain trusted relationships with high-net-worth clients and beneficiaries to manage complex estate, trust, and agency accounts. The role involves creating comprehensive advice plans, facilitating product integration, and staying current with evolving regulatory requirements within the private wealth sector. You will collaborate with internal partners to provide holistic wealth planning and protection solutions that align with client goals.

Responsibilities

Manage and grow complex trust and estate accounts
Develop comprehensive advice plans for high-net-worth clients
Integrate trust products and services to meet client needs
Maintain trusted relationships with beneficiaries and co-trustees
Apply deep knowledge of regulatory and economic landscapes

Skills

Qualifications

Undergraduate degreeCIRE examinationTEP designationMBACA

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).