Work Location:
Mississauga, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$59,500 - $84,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

• 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

• 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

• 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

• 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

• 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