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דרושים Executive Trust Officer ב-Td Bank ב-Canada, Calgary

מצאו את ההתאמה המושלמת עבורכם עם אקספוינט! חפשו הזדמנויות עבודה בתור Executive Trust Officer ב-Canada, Calgary והצטרפו לרשת החברות המובילות בתעשיית ההייטק, כמו Td Bank. הירשמו עכשיו ומצאו את עבודת החלומות שלך עם אקספוינט!
חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
Canada
Calgary
נמצאו 2 משרות
10.06.2025
BOA

Bank Of America Treasury Sales Officer Canada, Alberta, Calgary

Limitless High-tech career opportunities - Expoint
Responsible for managing and growing an existing portfolio of commercial banking clients for treasury sales related products. Partner closely with extended client facing team (Canada Relationship Managers, Product sales specialists...
תיאור:

Responsibilities

  • Responsible for managing and growing an existing portfolio of commercial banking clients for treasury sales related products

  • Partner closely with extended client facing team (Canada Relationship Managers, Product sales specialists and International Treasury Sales Officers) driving and growing new relationships.

  • Lead sales effort for various global transaction services solutions and products with existing and prospective clients

  • Coordinate internal business partners, support groups and management to deliver integrated global working capital solutions

  • Actively manage revenue growth for portfolio of customers and ensure target and goals are met

  • Provide management with market intelligence and feedback for GTS related line of business

  • Be actively engaged in the industry within the local market

Required Skills

  • At least 5-7 years in corporate or commercial banking sector, preferably in treasury sales with exposure to US and international treasury management

  • Bachelor’s degree in Business Administration, Finance, or a related field; MBA or CFA preferred

  • Proven negotiation and active listening skills

  • Excellent critical/strategic thinking and problem resolution skills

  • Successfully demonstrates creative thinking while adhering to guidelines

  • Strong business/financial acumen

  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

  • Augment local market presence with prospecting and networking activities

  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

  • Successfully maneuvers throughout the enterprise

  • Proactively engages all internal partners for sales opportunities

  • Effectively manages risk while balancing the needs of the client, the team, and the bank

  • Able to effectively work as an individual contributor as well as a close team member in a fast paced environment

Behavioral Qualifications

  • Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

  • Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

  • Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.

Desired Skills

  • International Cash Management and Trade & Supply Chain Finance experience

  • Strong understanding of working capital metrics and the cash conversion cycle

  • Ability to articulate the evolution of cash management and the impact of digital/innovation within the treasury space

  • Intrinsically motivated to continuously improve processes and/or one’s own education

  • Exercises the desire to mentor and sponsor other teammates

  • Certified Treasury Professional certification or equivalent

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23.04.2025
TB

Td Bank Executive Trust Officer Canada, Alberta, Calgary

Limitless High-tech career opportunities - Expoint
Handle existing strategic accounts and opportunities thatrepresentthe business segments' largest accounts andassistwith business. Facilitate the integration of Trust products by clearly understanding client evolving needs and. identifiedand. Solve problems and...
תיאור:
Calgary, Alberta, CanadaTD Wealth

$91,200 - $136,800 CAD


Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection tohighly personalized advice,and service to clients.Private Trust builds dynamic and long-lasting relationships with high net worthor transfer wealth according to the client's wishes for future generations.

and co-trustees.

In addition, you will:

  • Handle existing strategic accounts and opportunities thatrepresentthe business segments' largest accounts andassistwith business

  • Facilitate the integration of Trust products by clearly understanding client evolving needs and

  • identifiedand

  • Solve problems and may lead others to solve or structure deals that are complex innature

  • Handle client referrals seamlessly between Private Trust to the Wealth Advisor

  • Actively manage all other relationships within and across various business lines to ensure controls and alignment with enterprise and regulatory requirements;maintainrisk

  • Build comprehensive advice plans for clients through integrated knowledge of the Bank's other areas and

  • Uphold relationship management of the largest and technical client

  • Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrativeservicesand partner

  • identifyand interpret emerging issues, market trends and evolving regulatory requirements to apply this knowledge to serve clients'

Requirements :

  • Undergraduate degree with over 8 years of relevant work experience

  • Canadian Securities Course (CSC)

  • Trust and Estate Practitioner (TEP) designation

  • Professional designations such as MBA, CA, LLB, CFA (or other) desirable

  • Substantial knowledge in a complex field as well as of broader related areas

  • Strong communication



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.

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.


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


Sans Objet
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משרות נוספות שיכולות לעניין אותך

Limitless High-tech career opportunities - Expoint
Responsible for managing and growing an existing portfolio of commercial banking clients for treasury sales related products. Partner closely with extended client facing team (Canada Relationship Managers, Product sales specialists...
תיאור:

Responsibilities

  • Responsible for managing and growing an existing portfolio of commercial banking clients for treasury sales related products

  • Partner closely with extended client facing team (Canada Relationship Managers, Product sales specialists and International Treasury Sales Officers) driving and growing new relationships.

  • Lead sales effort for various global transaction services solutions and products with existing and prospective clients

  • Coordinate internal business partners, support groups and management to deliver integrated global working capital solutions

  • Actively manage revenue growth for portfolio of customers and ensure target and goals are met

  • Provide management with market intelligence and feedback for GTS related line of business

  • Be actively engaged in the industry within the local market

Required Skills

  • At least 5-7 years in corporate or commercial banking sector, preferably in treasury sales with exposure to US and international treasury management

  • Bachelor’s degree in Business Administration, Finance, or a related field; MBA or CFA preferred

  • Proven negotiation and active listening skills

  • Excellent critical/strategic thinking and problem resolution skills

  • Successfully demonstrates creative thinking while adhering to guidelines

  • Strong business/financial acumen

  • Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

  • Augment local market presence with prospecting and networking activities

  • Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

  • Successfully maneuvers throughout the enterprise

  • Proactively engages all internal partners for sales opportunities

  • Effectively manages risk while balancing the needs of the client, the team, and the bank

  • Able to effectively work as an individual contributor as well as a close team member in a fast paced environment

Behavioral Qualifications

  • Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

  • Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

  • Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.

Desired Skills

  • International Cash Management and Trade & Supply Chain Finance experience

  • Strong understanding of working capital metrics and the cash conversion cycle

  • Ability to articulate the evolution of cash management and the impact of digital/innovation within the treasury space

  • Intrinsically motivated to continuously improve processes and/or one’s own education

  • Exercises the desire to mentor and sponsor other teammates

  • Certified Treasury Professional certification or equivalent

Show more
בואו למצוא את עבודת החלומות שלכם בהייטק עם אקספוינט. באמצעות הפלטפורמה שלנו תוכל לחפש בקלות הזדמנויות Executive Trust Officer בחברת Td Bank ב-Canada, Calgary. בין אם אתם מחפשים אתגר חדש ובין אם אתם רוצים לעבוד עם ארגון ספציפי בתפקיד מסוים, Expoint מקלה על מציאת התאמת העבודה המושלמת עבורכם. התחברו לחברות מובילות באזור שלכם עוד היום וקדמו את קריירת ההייטק שלכם! הירשמו היום ועשו את הצעד הבא במסע הקריירה שלכם בעזרת אקספוינט.