Senior Manager, Indigenous Trust Services

TD•Edmonton, AB

11d•CA$115,600 - CA$163,200•Onsite

About The Position

TD Wealth Private Wealth Management offers integrated, advice-led wealth solutions for affluent and high-net-worth clients, families, businesses, and communities. Through a One TD approach, Private Wealth Management combines specialized expertise in trust, investment, banking, insurance, and planning to help clients protect, grow, and transition wealth with confidence. Private Trust, operating through The Canada Trust Company, is a core Private Wealth Management business that delivers fiduciary, estate, trust, and specialized planning solutions. Within Private Trust, Indigenous Trust Services (ITS) is a strategic growth and client relationship priority, supporting Indigenous Communities across Canada with the responsible administration of settlement and resource funds, while partnering across TD to deliver coordinated wealth, banking, and investment solutions aligned with each community’s long-term goals.

Requirements

University education or equivalent.
Lived experience as an Indigenous person and a commitment to support reconciliation with Indigenous peoples.
Experience working directly with or within Indigenous Communities.
Excellent communicator, both verbal and written.
Experience working with multiple departments in an organization.
Experience in developing and executing on a strategy.
Demonstrated ability to execute initiatives successfully.
Strong organizational skills.
Collaborative problem-solver with exceptional critical-thinking skills.
Comfortable in doing presentations both to clients and internally.
Demonstrated leadership skills with superior ability to make things happen through the use of impact and influence.
Ability to work both as part of a team and independently to complete tasks.

Nice To Haves

Trust industry or equivalent (i.e. Trustee responsibilities) experience.
MBA or related accreditation.
Investment understanding/experience.

Responsibilities

Provide national leadership, strategic, risk, and control governance for Indigenous Trust Services.
Advance the ITS strategy and strengthen the One TD partnership model.
Support responsible fiduciary administration and ensure consistent execution of service, risk management, controls, and operating standards across the national ITS platform.
Act as the lead Wealth partner to the VP, Indigenous Banking and for the Indigenous Banking, Strategy, and Community teams across the enterprise.
Partner with Indigenous Banking teams to execute a 'One TD' strategy and approach with Indigenous Communities across Canada.
Develop the Wealth Strategy (including Trust and Investment Management) in alignment with the Enterprise and Indigenous Banking strategy.
Provide support to the ITS team across the country to ensure consistent service standards and sharing of learnings.
Responsible for regular team meetings with the field.
Provide oversight of risk, controls, and governance across ITS files, including identification, escalation, and remediation of operational, fiduciary, service, and business risks.
Act as the lead for Wealth on all business development activities, including requests for proposals in partnership with enterprise teams using a consistent One TD approach.
Keep abreast of the competition, especially for pricing, and build key industry working relationships.
Hold debriefs after requests for proposals to determine future improvements.
Create tools, policies, and processes to provide consistent and efficient delivery of service.
Strengthen control effectiveness through the development, monitoring, and continuous improvement of tools, processes, reporting routines, and management disciplines.
Evolve service commitment standards (e.g., frequency of meetings with communities, financial education, annual reviews).
Coordinate attendance and potential sponsorship/presentations at industry events.
Manage annual budgeting for community relations, sponsorships, business development, and participation at industry events.
Identify and build a pipeline of talent to expand the ITS team.
Develop an orientation program for new Trust Officers hired in the ITS business.
Continue the evolution of performance expectations for the ITS Trust Officer role.
Identify mandatory courses for ITS Trust Officers.