Agent ou agente fiduciaire adj.

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We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

This role is responsible for assisting in the management of the administration of estate, trust and agency accounts, and working directly with Trust clients. This role also builds the required knowledge and capability to progress into a Trust Officer role.

KEY ACCOUNTABILITIES

CUSTOMER

• Manage select group of estates, trusts and agency accounts as well as guide individuals/families in the development of estate plans
• Relationship management of established client accounts including client beneficiaries and co-trustees
• Shadow, and participate in coaching/mentoring sessions with seasoned PT professionals including client interactions
• Develop client profiles to identify/anticipate needs of clients and their families and managing effective referrals and hand-offs that deepen client relationships and result in the contribution of additional business
• Provide each client with an optimal client experience by including strong and sustainable client contact routines

SHAREHOLDER

• Contribute to the achievement of business objectives by proactively servicing and retaining clients to increase profitability and enable business growth
• Promote and offer full suite of products, sales, services and banking capabilities
• Identify opportunities, to refer/retain outbound client assets/trust distributions, assemble client information packages for retention/referral
• Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Support centre revenue goals through effective administration and account management, including timely collection of fee revenue
• Adhere to internal policies / procedures and applicable regulatory guidelines
• Identify and recommend technological / process improvements which may improve overall productivity and client satisfaction
• Provide accurate, organized and efficient administrative support, apply due diligence to all account/client documentation within current policy/centre operating procedures
• Consistently exercise discretion in managing correspondence, information - escalate issues where required
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

• Professional role with a focus on building capability of client relationship management and / or sales advisory support within their own area of specialty
• Requires expanded knowledge of products/services and key competitors
• Understands key business and client drivers and processes in the context of own work
• Identifies sales/ referral opportunities at increasing levels of complexity
• Sound knowledge of assigned clients’ needs, the competitive landscape and broader market factors
• Coordinates activities and timelines across multiple teams to ensure client needs are met
• Executes a moderately complex sales or account management process, focusing on client data gathering
• Investigates and analyses possible alternative solutions and approaches based on documentation of the client fact pattern
• Work performed under management guidance and supervision
• Reports to Private Trust Manager

EXPERIENCE & EDUCATION

• Undergraduate degree and/or minimum 2 years of industry experience
• Working towards completion of Canadian Securities Course
• Working towards completion of TEP - Trust & Estate Practitioner an asset

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing - and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Renseignements supplémentaires :
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.

Veuillez noter que ce poste est assujetti à la réglementation provinciale en matière d’emploi. Il est essentiel de mentionner que chaque province et territoire du Canada peut avoir sa propre réglementation et ses propres exigences.

Perfectionnement des collègues
Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.

Formation et intégration
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.

Processus d’entrevue
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

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