Become a Trust Client Executive at TD Wealth in Ottawa, focusing on relationship management for high-value trust clients. This role requires strong problem-solving skills and the ability to manage complex trust activities.
In this position, your leadership in managing delicate client accounts will be crucial for success. You'll work closely with business partners to guide trust clients, ensuring their evolving needs are met. The ability to interpret emerging trends and regulatory changes will help shape your comprehensive advice plans for clients.
Key Responsibilities:
• Provide ongoing management for large, complex client accounts
• Facilitate referrals between Private Trust and Wealth Advisors
• Lead business development efforts for strategic accounts
• Collaborate with partners to solve complex trusts
• Maintain risk management standards in client relations
Requirements:
• Relevant undergraduate degree with over 8 years of experience
• Canadian Investme...