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Added 4 days ago
Trust Banking Officer
SGGG Fund Services Inc.
Toronto, ON
We are seeking a detail-oriented and organized Trust Banking Officer to join our team. Reporting to the Manager, Trust Banking Officer, this entry-level role supports involves providing…
Added 1 month ago
Trust Banking Officer
SGGG Fund Services Inc.
Toronto, ON
We are seeking a detail-oriented and organized Trust Banking Officer to join our team. Reporting to the Manager, Trust Banking Officer, this entry-level role supports involves providing…
Added 12 days ago
Wealth Management - Tax Administrator Internship/Co-op - Winter 2027 - Montreal
Scotiabank
Montreal, QC
Discuss tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, perform detailed analysis, undertake research,…
Added 1 month ago
Trust Officer
Cassels Brock & Blackwell LLP
Vancouver, BC
$67,000 to $78,000 CAD / year
Full-time
Our Vancouver office is currently recruiting for a Trust Officer in our Accounting Department, reporting to the Director, Finance. The successful candidate must be able to work…
Added 2 hours ago
Financial Controller
St. Margaret's School
Victoria, BC
Full-time
The Financial Controller reports to the Chief Financial & Operations Officer and works closely with the Administration Team, Finance Team, students, parents, and other staff members to…
Added 1 month ago
CORPORATE CONTROLLER
Hammer and Steel
Burlington, ON
Full-time
…customers and team members through communication, teamwork, and trust. Our team members are motivated, intelligent, ambitious professionals, who are passionate about what they…
Added 5 days ago
Branch Manager II
TD
Picton, ON
Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 6 days ago
Branch Manager I - Woodstock Branch
TD
Woodstock, NB
Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 2 days ago
Senior Manager, Privacy Compliance
Capital One
Toronto, ON
Full-time
For 30 years, we’ve been on a mission to change banking for good. We challenge the traditional bank stereotype, fostering a culture where innovation thrives and bold ideas are celebrated.
Added 6 days ago
Branch Manager Trainee - Sherbrooke, Estrie
TD
Sherbrooke, QC
Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 6 days ago
Community General Manager, Imperial Service
CIBC
Mississauga, ON
Full-time
As a member of the Imperial Service Team, you’ll lead a team of client facing employees within the banking centre, as well as other banking centres within your community to deliver on…
Added 15 days ago
Trust Associate, Scotiatrust - Montreal/Quebec City
Scotiabank
Montreal, QC
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and…
Added 2 days ago
Banking Centre Leader I
CIBC
Victoria, BC
Full-time
As a member of the Personal and Business Banking Team, you’ll lead a team of high performing financial services professionals working towards a shared goal - delivering an exceptional…
Added 1 day ago
Banking Centre Leader I
CIBC
Victoria, BC
Full-time
As a member of the Personal and Business Banking Team, you’ll lead a team of high performing financial services professionals working towards a shared goal - delivering an exceptional…
Added 1 day ago
Loan Officer
PHL
Surrey, BC
Full-time
Trust: Keep It Real - Transparency and honesty guide us. We keep our promises, communicate openly, and value the balance of give and take.
Added 2 days ago
Branch Manager III
TD
Regina, SK
Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 2 days ago
Director, HR Regulatory Compliance Management
CIBC
Toronto, ON
Full-time
…examinations, and support quarterly and annual accountable officer attestations and related governance…
Added 1 day ago
Senior Manager, Privacy Compliance
Capital One
Toronto, ON
Full-time
For 30 years, we’ve been on a mission to change banking for good. We challenge the traditional bank stereotype, fostering a culture where innovation thrives and bold ideas are celebrated.
Added 2 days ago
Assistant Branch Manager Trainee
TD
Three Hills, AB · Calgary, AB
Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 2 days ago
Manager, Business Compliance
BMO
Toronto, ON · FCP
Full-time
Trust – Head of the Trust Canada Business and the Trust Leadership team, Legal, 2nd Line Compliance, BPIC Registered Plans
Added 2 days ago
VP of Technology
EnStream LP
Toronto, ON
Full-time
Reports to: Chief Product & Technology Officer (CPTO)
Added 3 days ago
Banking Centre Leader- Secondment
CIBC
Pincher Creek, AB
Full-time
As a member of the Personal and Business Banking Team, you’ll lead a team of high performing financial services professionals working towards a shared goal - delivering an exceptional…
Added 3 days ago
Banking Officer, Mutual Fund Service Desk
BMO
Calgary, AB · CALG
Full-time
Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and…
Added 3 days ago
Collateral Settlement Analyst
RBC
Toronto, ON
Full-time
…Policy, and regulatory requirements including CASS rules. The officer serves as a key operational support function, working to minimize risk and support team…
Added 3 days ago
Financial Services Officer
Provincial Credit Union
PE · Wellington, Prince Edward Island
Full-time
At Provincial Credit Union, we do more than banking - we empower our members to thrive. Our team provides trusted financial advice, education, and planning that make a real difference in…

Closed listing

Executive Trust Officer

Ottawa, ON, Canada

Pay: $96,900 - $136,800 CAD
Job type: Full-time
Closing date: Sep 19, 2026
Experience: Undergraduate degree with over 8 years of relevant work experience
Posting language: English
Posted: Sep 8, 2026

This opening has closed.

The original listing is kept below for reference.

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Original job description

Archived listing. The details below describe a past opening.

Work Location:

Ottawa, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$96,900 - $136,800 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Private Trust builds dynamic and long-lasting relationships with high net worth clients. Our highly integrated core team and other wealth partners work seamlessly together as ONE TD to help clients manage, preserve or transfer wealth according to the client's wishes for future generations.

Job Description:

Do you excel in managing a growing client base and complex Private Trust activities and referrals? Then this is the job you are looking for. As Executive Trust Officer, you will provide ongoing relationship management to clients, receive new client referrals and service the most complex files. Key to your success in this role is building relationships with clients, beneficiaries and co-trustees.

In addition, you will:

Handle existing strategic accounts and opportunities that represent the business segments' largest accounts and assist with business development
Facilitate the integration of Trust products by clearly understanding client evolving needs and circumstances
Work autonomously as the lead as well as closely with business partners to coach, guide and ensure all Trust needs are identified and fulfilled
Solve problems and may lead others to solve or structure deals that are complex in nature
Handle client referrals seamlessly between Private Trust to the Wealth Advisor
Actively manage all other relationships within and across various business lines to ensure controls and alignment with enterprise and regulatory requirements; maintain risk management
Build comprehensive advice plans for clients through integrated knowledge of the Bank's other areas and strategy
Uphold relationship management of the largest and technical client accounts
Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrative services and partner documentation
Anticipate, identify and interpret emerging issues, market trends and evolving regulatory requirements to apply this knowledge to serve clients' needs
Participate fully as member of the team and provide thought leadership

Job Requirements:

Undergraduate degree with over 8 years of relevant work experience
Canadian Investment Regulatory Exam (CIRE)
Trust and Estate Practitioner (TEP) designation
Professional designations such as MBA, CA, LLB, CFA (or other) desirable
Substantial knowledge in a complex field as well as of broader related areas
Strong communication skills with ability work collaboratively and independently

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

About employer

More about this job

Responsibilities

The Executive Trust Officer manages complex Private Trust client relationships and provides ongoing wealth planning and protection advice. They also facilitate business development, ensure regulatory compliance, and collaborate with internal partners to deliver integrated financial solutions.

Requirements

Candidates must hold an undergraduate degree and possess over 8 years of relevant experience, along with the Canadian Investment Regulatory Exam (CIRE) and Trust and Estate Practitioner (TEP) designation. Professional designations such as MBA, CA, LLB, or CFA are considered desirable.

Skills

Relationship management
Trust administration
Wealth planning
Business development
Risk management
Regulatory compliance
Strategic account management
Financial advisory
Problem solving
Communication skills
Collaboration
Investment knowledge
Tax knowledge
Leadership

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Private Wealth Management
Trust Officer
Wealth Planning
CIRE
TEP
MBA
CA
LLB
CFA
Regulatory Requirements
Risk Management
Account Management
Investment
Tax
Strategic Accounts
Business Development
Financial Institutions
Client Relations
Wealth Preservation
Banking

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