Elevate your career as an Executive Trust Officer with TD Wealth in Ottawa, Ontario. This role demands expertise in managing complex Private Trust activities and client relationships.
As an Executive Trust Officer, you'll be responsible for nurturing high net worth client relationships while managing referrals and complex cases. With over eight years of relevant experience and necessary designations like CIRE and TEP, you'll play a crucial role in building trust portfolios and business development. Your success will hinge on strong communication skills and the ability to work autonomously and collaboratively.
Key Responsibilities:
• Manage strategic accounts and business development opportunities
• Integrate Trust products based on evolving client needs
• Lead discussions while coaching business partners
• Solve complex client-related problems efficiently
• Seamlessly facilitate referrals to Wealth Advisors
Requirements:
• Undergraduate degree with 8+ years’ ...