Description
The Private Client Services (PCS) Senior Trust Advisor is responsible for administering and retaining assigned client accounts, which include various trusts, estates, personal retirement, and agency relationships. This role involves building strong client relationships, understanding their financial goals, and developing comprehensive financial strategies. The advisor explains the terms of governing documents, provides guidance on banking needs, estate planning, gifting, and tax matters, and works to achieve sales goals through internal and external networks, referrals, and deepening existing client relationships. This role may also involve specializing in areas within Private Trust such as Real Estate or Probate.
What We're Looking For
Administer and retain assigned accounts, including trusts, estates, personal retirement, and agency relationships. Establish and maintain strong business relationships with clients. Determine clients' financial goals and objectives and develop comprehensive financial strategies. Explain terms of governing documents and advise clients on banking needs, estate planning, gifting, and tax matters. Achieve assigned sales goals by developing internal and external networks and obtaining referrals. Work independently and autonomously, making decisions on advanced and complex issues. Administer complex and larger accounts. Gather relevant client financial information, consult with clients, compile and analyze data, and prepare recommendations. Monitor clients' accounts, resolve problems, and offer alternatives by communicating with internal and external contacts. Participate in presentations to individual and institutional clients on tax and financial planning services. Oversee less experienced staff, providing training, advice, and guidance on complex matters. Communicate regularly with Investment, Tax, and Private Trust personnel. Ensure proper administration of Company policies and regulatory guidelines. Manage a book of business to achieve individual objectives for revenue realization and account profitability. Develop business plans with results based on identified activities to broaden and expand client relationships. Identify referral opportunities and engage PCS partners and contacts. Attain predetermined annual sales, cross-referral, and account retention goals. Oversee tax and financial planning business development activities in the region. Participate in department administration and committees, evaluating issues and recommending policy changes.
Ideal Candidate
Bachelor's degree or progressive work experience. Comprehensive knowledge and in-depth understanding of wills, estate, trust, and investments. Financial or professional designations required. Ability to formulate complete financial plans for major clients. Completion of a recognized trust school program preferred prior to employment.
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
40 hours/week
Benefits
Special Commitments
Occasional Domestic Travel
Also Available At
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.