Senior client support consultant helping CIBC, a relationship - oriented bank, improve client service and advisory practices. Coaching leaders, analyzing service trends, and driving operational consistency.
About the role
- Private Trust Associate supporting Indigenous trust administration and client relationships for TD Wealth. Building expertise in trusts, estates, governance, and wealth management across Ontario.
Responsibilities
- Support Trust Officers with the administration and ongoing management of Indigenous trust relationships
- Build client relationships and serve as a trusted point of contact for inquiries, service needs, and follow-up
- Develop knowledge of trust administration, documentation, governance requirements, and account activity
- Coordinate client meetings and complete commitments and follow-up activities
- Navigate client requests and complex situations with TD Wealth partners and subject-matter experts
- Maintain accurate client records and documentation while meeting regulatory, fiduciary, and internal requirements
- Identify opportunities to improve processes and strengthen the client experience
- Build technical and relationship-management capabilities through increasingly complex trust matters
- Stay current on trust and estate administration developments and apply knowledge to support clients and the team
Requirements
- 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 and attention to detail
- Ability to manage competing priorities
- Excellent communication and relationship-building skills
- Curiosity and interest in developing expertise in trusts, estates, governance, and wealth management
- Genuine interest in working with and supporting Indigenous clients and communities
Benefits
- Base salary
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accommodation support throughout the interview process
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