Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

This role is responsible for assisting in the management of the administration of estate, trust and agency accounts, and working directly with Trust clients. This role also builds the required knowledge and capability to progress into a Trust Officer role.

KEY ACCOUNTABILITIES

CUSTOMER

• Manage select group of estates, trusts and agency accounts as well as guide individuals/families in the development of estate plans

• Relationship management of established client accounts including client beneficiaries and co-trustees

• Shadow, and participate in coaching/mentoring sessions with seasoned PT professionals including client interactions

• Develop client profiles to identify/anticipate needs of clients and their families and managing effective referrals and hand-offs that deepen client relationships and result in the contribution of additional business

• Provide each client with an optimal client experience by including strong and sustainable client contact routines

SHAREHOLDER

• Contribute to the achievement of business objectives by proactively servicing and retaining clients to increase profitability and enable business growth

• Promote and offer full suite of products, sales, services and banking capabilities

• Identify opportunities, to refer/retain outbound client assets/trust distributions, assemble client information packages for retention/referral

• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary

• Support centre revenue goals through effective administration and account management, including timely collection of fee revenue

• Adhere to internal policies / procedures and applicable regulatory guidelines

• Identify and recommend technological / process improvements which may improve overall productivity and client satisfaction

• Provide accurate, organized and efficient administrative support, apply due diligence to all account/client documentation within current policy/centre operating procedures

• Consistently exercise discretion in managing correspondence, information – escalate issues where required

• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest

• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit

• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques

• Participate in personal performance management and development activities, including cross training within own team

• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities

• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.

• Contribute to a fair, positive and equitable environment that supports a diverse workforce

• Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

• Professional role with a focus on building capability of client relationship management and / or sales advisory support within their own area of specialty

• Requires expanded knowledge of products/services and key competitors

• Understands key business and client drivers and processes in the context of own work

• Identifies sales/ referral opportunities at increasing levels of complexity

• Sound knowledge of assigned clients’ needs, the competitive landscape and broader market factors

• Coordinates activities and timelines across multiple teams to ensure client needs are met

• Executes a moderately complex sales or account management process, focusing on client data gathering

• Investigates and analyses possible alternative solutions and approaches based on documentation of the client fact pattern

• Work performed under management guidance and supervision

• Reports to Private Trust Manager

EXPERIENCE & EDUCATION

• Undergraduate degree and/or minimum 2 years of industry experience

• Working towards completion of Canadian Securities Course

• Working towards completion of TEP – Trust & Estate Practitioner an asset

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more (http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td)

Additional Information:

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement:

N/A.

Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.