Private Trust Client Service Associate - Indigenous Trust

About the role

TD Private Trust, part of TD Wealth Private Wealth Management, offers specialized trust and estate services to individuals, corporations, charitable organizations and Indigenous communities across Canada. Its Indigenous Trust Services (ITS) team partners with First Nations, Métis and Inuit clients to administer complex trusts and safeguard assets. The Private Client Services Associate joins ITS to work alongside experienced Trust Officers, gaining hands-on exposure to trust structures, client relationship management and governance, with room to take on more responsibility over time.

Key responsibilities

• Partner with Trust Officers to support the administration and ongoing management of Indigenous trust relationships.
• Build relationships with clients and act as a trusted point of contact for inquiries, service needs and follow-up.
• Develop hands-on knowledge of trust administration, documentation, governance requirements and account activity.
• Coordinate client meetings and make sure commitments and follow-up are carried through.
• Help navigate client requests and complex situations by working with partners and subject-matter experts across TD Wealth.
• Maintain accurate client records and documentation while meeting regulatory, fiduciary and internal requirements.
• Identify opportunities to improve processes and enhance the client experience.
• Stay current on developments in trust and estate administration and apply that knowledge to support clients and the team.

Required profile

• Undergraduate degree, college diploma or equivalent combination of education and experience.
• 1 to 3 years of experience in administration, legal support, procurement, contracts management or Trust & Estates.
• Pursuit or completion of the Trust and Estate Practitioner (TEP) designation is an asset but not required.
• A genuine interest in working with and supporting Indigenous clients and communities.

Required skills

• Strong organizational skills, attention to detail and ability to manage competing priorities.
• Excellent communication and relationship-building skills.
• Curiosity and interest in trusts, estates, governance and wealth management.

What we offer

• Salary range of $50,600 - $71,400 CAD, depending on skills, experience, location and other factors.
• Regular development conversations, training programs, an online learning platform and mentoring programs.
• Total rewards including health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, and career development.