Private Trust Client Service Associate - Indigenous Trust

Work Location:

Sudbury, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$50,600 - $71,400 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 Trust, part of TD Wealth Private Wealth Management, provides specialized trust and estate services to individuals, corporations, charitable organizations, and Indigenous communities across Canada. Our Indigenous Trust Services (ITS) team partners with First Nations, Métis, and Inuit clients to administer complex trusts, safeguard assets, and support long-term financial priorities through strong relationships, specialized expertise, and exceptional service.

We are looking for a Private Client Services Associate, Indigenous Trust Services (ITS) to join our growing team. This is an opportunity to build a career in a highly specialized area of wealth management while contributing to work that has a meaningful and lasting impact for Indigenous clients and communities.

Working alongside experienced Trust Officers, you'll gain hands-on exposure to complex trust structures, client relationship management, governance considerations, and the broader trust and estate landscape.

As your knowledge and experience grow, you'll have the opportunity to take on increasing responsibility, deepen your trust expertise, and build the skills needed to progress within Indigenous Trust Services and the broader TD Wealth organization.

This role is well suited to someone who is curious, relationship-focused and highly organized, and who wants to develop specialized expertise while building a long-term career in Wealth.

What You'll Do

• Partner with Trust Officers to support the administration and ongoing management of Indigenous trust relationships.
• Build relationships with clients, becoming 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 ensure commitments and follow-up activities 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 ensuring regulatory, fiduciary, and internal requirements are met.
• Identify opportunities to improve processes and create an even stronger client experience.
• Build your technical and relationship-management capabilities through exposure to increasingly complex trust matters.
• Stay current on developments in trust and estate administration and apply that knowledge to support clients and the team.

What You Bring

• Undergraduate degree, College diploma, or equivalent combination of education and experience.
• 1 to 3 years 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.
• Strong organizational skills, attention to detail, and the ability to manage competing priorities.
• Excellent communication and relationship-building skills.
• Curiosity and an interest in developing deeper expertise in trusts, estates, governance, and wealth management.
• A genuine interest in working with and supporting Indigenous clients and communities.

Why Join TD Private Trust?

• Build specialized expertise. Develop knowledge in an area of wealth management that brings together trusts, estates, governance, client relationships, and financial stewardship.
• Grow your career. Take on greater responsibility as your experience develops and build capabilities that can support future opportunities within Indigenous Trust Services and TD Wealth.
• Learn from experienced professionals. Work closely with Trust Officers and partners across Private Wealth Management while gaining exposure to sophisticated client needs and trust structures.
• Do meaningful work. Support Indigenous clients and communities with trust relationships designed around their priorities and long-term objectives.
• Invest in your development. Continue building your professional knowledge and pursue relevant industry education and designations.

* Open to candidates in Sudbury, Thunder Bay and London, Ontario *

#LI-Wealth

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