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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.
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