# Private Trust Client Service Associate at TD Bank

TD Bank is hiring a Private Trust Client Service Associate in Toronto, Canada. Level rates it Little AI ●○○○; you can [apply on TD Bank](https://jobsbylevel.com/go/baa8e742-b7f3-4fd5-8515-aac945c9cee8?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. Toronto, Ontario.

## Details

- Company: [TD Bank](https://jobsbylevel.com/companies/td-bank)
- AI level: AI Level 1 (score 37 out of 100)
- Location: Toronto, Ontario
- Posted: October 21, 2026
- Apply: https://jobsbylevel.com/go/baa8e742-b7f3-4fd5-8515-aac945c9cee8?utm_medium=ai-agent

## Description

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 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: Private Trust (PT), as part of the TD Wealth, Specialized Services division, provides a full range of Trust services to individuals, corporations and charitable entities. The Specialized Services division includes Private Banking and Wealth Advisory Services. With a focus on building long lasting intergenerational relationships with clients, PT assists in the management of financial and estate plans through accumulation, preservation and transition, while working closely with other internal business partners to look for opportunities to refer clients to them as part of the ongoing solutions offered. Job Description The Private Trust PCSA provides administrative support to Trust Officer(s) in meeting service commitments to Private Trust clients while delivering a level of service to internal and external partners that reflects TDBFG standards and guiding principles. The strength of the administrative support delivered by the PCSA is key to the financial and operational excellence that is TD Private Trust. Accountabilities: Service/Support /Administration ​Provide Exceptional client service and timely administration based on client requests/commitments and/or fiduciary responsibilities Effectively execute / manage expectations for requests from internal partners and clients Assist ensuring fees/revenue is collected on a timely basis Compliance/Risk Management Follow policies and procedures Assist in ensuring accounts/files are properly documented Perform quarterly risk review of accounts/files Limit deficiency reports and address in timely manner Team Support & Development Participate in department projects and initiatives Share knowledge and best practices –assist others as necessary - act as a resource. Attend and actively contribute to group meetings Attend internal or external courses Seek opportunities to increase level of knowledge and experience Skills and Education Requirements: Canadian Investment Regulatory Exam (CIRE) or IFIC an asset Working towards completion of TEP – Trust & Estate Practitioner an asset Undergraduate Degree Strong organization skills, detail oriented and able to multi-task and prioritize work load Committed to completing administrative tasks within designated time frames Excellent communication skills, self starter and team player Previous experience demonstrating positive relationship skills both with clients and within a team Receptive to learning; critical thinker; comfortable asking questions to better understand complex situations Experience in the financial services industry in one or more sectors; career aspirations in the Trust industry an asset 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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/private-trust-client-service-associate-at-td-bank-34162a

Source: https://jobsbylevel.com/jobs/private-trust-client-service-associate-at-td-bank-34162a

## Cite this page

Level. https://jobsbylevel.com/jobs/private-trust-client-service-associate-at-td-bank-34162a.

Get job alerts: https://jobsbylevel.com/newsletter