Location
ottawa, on, Canada
Posted
July 14, 2026
Job Description
Shape wealth management strategies as an Executive Trust Officer at TD Wealth in Ottawa. Engage with high-net-worth clients and leverage Trust solutions for their financial needs.
This position requires over 8 years of relevant expertise and a deep understanding of client relations. You will manage strategic accounts, coach partners, and identify evolving client needs. Collaboration across wealth management teams ensures comprehensive service delivery that aligns with regulatory standards.
Key Responsibilities:
• Manage strategic accounts for high-net-worth clients
• Facilitate integration of Trust products based on client needs
• Guide business partners to fulfill all Trust needs
• Solve complex problems and lead deal structures
• Build comprehensive advice plans based on Bank strategies
Requirements:
• Undergraduate degree and over 8 years experience
• Canadian Investment Regulatory Exam (CIRE) certification
• Trust and Estate Practitioner (TEP) desig...
This position requires over 8 years of relevant expertise and a deep understanding of client relations. You will manage strategic accounts, coach partners, and identify evolving client needs. Collaboration across wealth management teams ensures comprehensive service delivery that aligns with regulatory standards.
Key Responsibilities:
• Manage strategic accounts for high-net-worth clients
• Facilitate integration of Trust products based on client needs
• Guide business partners to fulfill all Trust needs
• Solve complex problems and lead deal structures
• Build comprehensive advice plans based on Bank strategies
Requirements:
• Undergraduate degree and over 8 years experience
• Canadian Investment Regulatory Exam (CIRE) certification
• Trust and Estate Practitioner (TEP) desig...