trust company investment manager

Work Location:Edmonton, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$59,500 - $84,000 CADTD 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. CUSTOMERManage select group of estates, trusts and agency accounts as well as guide individuals/families in the development of estate plansRelationship management of established client accounts including client beneficiaries and co-trusteesShadow, and participate in coaching/mentoring sessions with seasoned PT professionals including client interactionsDevelop client profiles to identify/anticipate needs of clients and their families and managing effective referrals and hand-offs that deepen client relationships and result in the contribution of additional businessProvide each client with an optimal client experience by including strong and sustainable client contact routinesSHAREHOLDERContribute to the achievement of business objectives by proactively servicing and retaining clients to increase profitability and enable business growthPromote and offer full suite of products, sales, services and banking capabilitiesIdentify opportunities, to refer/retain outbound client assets/trust distributions, assemble client information packages for retention/referralProtect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessarySupport centre revenue goals through effective administration and account management, including timely collection of fee revenueAdhere to internal policies / procedures and applicable regulatory guidelinesIdentify and recommend technological / process improvements which may improve overall productivity and client satisfactionProvide accurate, organized and efficient administrative support, apply due diligence to all account/client documentation within current policy/centre operating proceduresConsistently exercise discretion in managing correspondence, information ? escalate issues where requiredMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteAssume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed an