Private Trust Client Service Associate - Indigenous Trust

TD•Sudbury, ON

2d•CA$50,600 - CA$71,400•Hybrid

About The Position

TD Private Trust, part of TD Wealth Private Wealth Management, provides specialized trust and estate services to individuals, corporations, charitable organizations, and Indigenous communities across Canada. Our Indigenous Trust Services (ITS) team works closely with First Nations, Métis, and Inuit clients to deliver expert trust administration, safeguard assets, and support long-term financial objectives through trusted relationships and exceptional service. We are seeking a Private Client Services Associate, Indigenous Trust Services (ITS) to join our growing team. In this role, you'll partner with experienced Trust Officers to support the administration of complex trust accounts and help deliver the high-touch client experience that TD Wealth is known for. You'll gain exposure to sophisticated trust arrangements, meaningful client relationships, and a unique area of wealth management where your work has a lasting impact. This is an excellent opportunity for someone who thrives in a relationship-focused environment, enjoys solving problems, has exceptional attention to detail, and is looking to build expertise in trust and estate administration.

Requirements

Undergraduate degree or equivalent experience.
Completion of, or progress toward, the Canadian Securities Course (CSC).
Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities.
Excellent communication and relationship-building skills with a client-first mindset.
Proven ability to work independently while collaborating effectively within a team environment.
Sound judgment, professionalism, and the ability to handle confidential information with discretion.
A genuine interest in wealth management, trust administration, and supporting Indigenous clients and communities.

Nice To Haves

Pursuit or completion of the Trust and Estate Practitioner (TEP) designation is considered a strong asset.

Responsibilities

Support Trust Officers in the day-to-day administration of Indigenous trust accounts and client relationships.
Serve as a key point of contact for clients, responding to inquiries and coordinating timely solutions.
Prepare, review, and maintain client documentation, account records, and correspondence with a high degree of accuracy and confidentiality.
Coordinate client meetings, follow-up activities, and ongoing relationship management initiatives.
Ensure service requests and account activities are completed efficiently while meeting regulatory and internal requirements.
Collaborate with internal partners across TD Wealth to deliver seamless client service and resolve complex issues.
Contribute to process improvements and help identify opportunities to enhance the client experience.
Stay current on trust industry developments, policies, and best practices to support clients and the broader team.
Support a collaborative team environment and contribute to the continued growth and success of Indigenous Trust Services.