Trust Officer - Indigenous Trust Services

Work Location:
London, Ontario, Canada

Hours:
37.5

Line of Business:
TD General

Pay Details:
$76,800 - $115,200 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.

Job Description:

Overview

TD Private Trust, part of TD Wealth Private Wealth Management, provides a full range of trust services to clients, including individuals, corporations, First Nations, Métis, Inuit, and charitable entities. Our focus is on long-term relationship building, the protection of assets, and the responsible administration and management of financial plans.

We are seeking a Trust Officer - Indigenous Trust Services (ITS) who will act as a specialist in trust administration, delivering a legendary client experience while managing trust accounts for Indigenous clients. The successful candidate will work alongside senior members of the Indigenous Trust Services team on complex accounts and contribute to a fast-growing and rewarding environment.

Is this role right for you?

As a Trust Officer - Indigenous Trust Services, you will:

• Act as the primary relationship manager for assigned clients, including elected officials, trustees, community members, and their legal/financial representatives.
• Manage trust account administration in accordance with governing documents, policies, and compliance standards.
• Participate in Council and trustee meetings, community information sessions, and trust education programming.
• Assist in preparing and delivering professional presentations to clients and stakeholders.
• Support internal partners in identifying client needs and delivering comprehensive wealth management solutions.
• Cultivate strong relationships with Indigenous Communities and external centres of influence (COIs).
• Proactively identify new business opportunities through day-to-day account interactions.
• Ensure the timely and accurate collection of fees and contribute to the growth of the ITS business.
• Ensure all new clients are welcomed in accordance with TD Private Trust's Indigenous Trust Services policies and procedures.

• Deliver a customer-first experience during every interaction, ensuring legendary service and advice.
• Remain in contact with investment managers, accountants, lawyers, and other professionals as required.
• Ensure that tax and administrative services are executed by internal and external partners.
• Represent TD Private Trust in Indigenous Communities with professionalism and respect.
• Support TD Bank's charitable and community initiatives with active involvement.

• Uphold TD's Code of Conduct and commitment to operational excellence.
• Ensure all administration is in full compliance with trust agreements, governing documents, and regulatory requirements.
• Mitigate risk through consistent documentation and application of policies and procedures.
• Exercise sound judgment in matters requiring discretionary decision-making.
• Ensure accurate and timely record-keeping and reporting.

• Support the continued growth of the ITS portfolio by acting as a trusted resource in Indigenous trust administration.
• Manage a book of complex Indigenous trust accounts with diligence and integrity.
• Identify and refer opportunities to TD Wealth partners to meet client financial needs.
• Deliver high-caliber presentations to clients and community representatives.
• Protect the interests of TD Private Trust through continuous compliance and risk management.

• Undergraduate degree or equivalent experience.
• Trust Officer designation (or willingness to pursue).
• Canadian Securities Course (CSC) or willingness to complete.
• Strong client relationship management skills.
• Proven discretion and judgment in trust administration.
• Ability to travel by air, water, or vehicle, primarily within Ontario; travel outside regular business hours may be required.
• Excellent presentation and communication skills, including in potentially sensitive or complex scenarios.
• Strong attention to detail, personal integrity, and credibility.

• Completion of ICB courses or TEP designation.
• Additional professional designations (e.g., MBA, CPA, LLB, CFA).
• 5-7 years of relevant experience.
• Knowledge of trust and estate administration, taxation, and investment strategies.
• Familiarity and comfort working with Indigenous Communities.