Elevate your career with TD Wealth as a Trust Officer in Burlington, Ontario. This role focuses on managing estate, trust, and agency accounts for high-value clients while building lasting relationships.

In this position, you will leverage over five years of industry experience to serve clients with complex financial needs. Your responsibilities include client profiling, managing sales referrals, and understanding the economic, legal, and regulatory environment. You will collaborate closely with internal partners to ensure comprehensive client service and satisfaction.

Key Responsibilities: • Manage estate, trust, and agency accounts for high-value clients • Build and maintain relationships with clients, beneficiaries, and co-trustees • Develop comprehensive advice plans tailored to client needs • Stay updated on trends and regulatory requirements in the industry • Lead and motivate collaboration among internal and external partners

Requirements: • Undergradu...