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Pay Details:

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:

Department Overview: 

TD Wealth Private Wealth Management provides integrated, advice-led wealth solutions for affluent and high-net-worth clients, families, businesses and communities. Through a One TD approach, Private Wealth Management brings together specialized expertise across trust, investment, banking, insurance and planning disciplines to help clients protect, grow and transition wealth with confidence.

Private Trust, operating through The Canada Trust Company, is a core Private Wealth Management business delivering fiduciary, estate, trust and specialized planning solutions. Within Private Trust, Indigenous Trust Services is a strategic growth and client relationship priority, supporting Indigenous Communities across Canada with responsible administration of settlement, and resource funds, while partnering across TD to deliver coordinated wealth, banking and investment solutions aligned to each community’s long-term goals.

Job Description: 

Reporting to the AVP, Private Trust and Specialized Planning, the Senior Manager, Indigenous Trust Services (ITS) provide national leadership, strategic, risk and control governance business. The role is accountable for advancing the ITS strategy, strengthening the One TD partnership model, supporting responsible fiduciary administration, and ensuring consistent execution of service, risk management, controls, and operating standards across the national ITS platform. Specific responsibilities include:

• Act as lead Wealth partner to the VP, Indigenous Banking and for the Indigenous Banking, Strategy and Community teams across the enterprise. Partner with these teams to execute a "One TD" strategy and approach with Indigenous Communities across Canada.

• Develop the Wealth Strategy (incl. Trust and Investment Management) in alignment with the Enterprise and Indigenous Banking strategy (mkt share (customer), recruitment (colleague) & Community) by engaging with key partners such as TD Asset Management.

• Provide support to the ITS team across the country on to ensure consistent service standards, sharing of learnings etc. Responsible for regular team meetings with the field.

• Provide oversight of risk, controls and governance across ITS files, including identification, escalation and remediation of operational, fiduciary, service and business risks in alignment with Private Trust standards and enterprise risk expectations.

• Build a national pipeline of opportunities and act as the lead for Wealth on all business development activities, including request for proposals in partnership with enterprise teams using a consistent One TD approach.

• Keep abreast of the competition especially for pricing and build key industry working relationships, including Centres of Influence.

• Hold debriefs after successful or not successful request for proposals to determine how to improve for the future.

• Responsible for creating tools, policies and processes to provide consistent and efficient delivery of service (e.g. standard templates for annual account reviews, tools to enable easier per capita distributions, standard client onboarding process improvements, etc.)

• Strengthen control effectiveness through the development, monitoring and continuous improvement of tools, processes, reporting routines and management disciplines that support consistent account administration, client outcomes and regulatory compliance.

• Continued evolution of service commitment standards (e.g. frequency of meetings with communities, financial education, annual reviews).

• Co-ordination of attendance and potential sponsorship / presentations at industry events (e.g. NATOA, AFOA).

• Annual budgeting for community relations, sponsorships, business development and participation at industry events.

• Identify and build a pipeline of talent to expand the ITS team.

• Develop an orientation program for new Trust Officers hired in the ITS business; continue evolution of performance expectations for the ITS Trust Officer role.

• Identify mandatory courses for ITS Trust Officers.

Education/Accreditations: 

• University education or equivalent

• Trust industry or equivalent (i.e. Trustee responsibilities) experience an asset

• MBA or related accreditation is an asset

Other Qualifications/Skills/Experience: 

The successful candidate must have a strong mix of the following:

• Lived experience as an Indigenous person and a commitment to support reconciliation with Indigenous peoples

• Experience working directly with or within Indigenous Communities

• Excellent communicator, both verbal and written

• Experience working with multiple departments in an organization (i.e. working effectively with partners to deliver a wholistic approach to a client)

• Experience in developing and executing on a strategy

• Demonstrated ability to execute initiatives successfully

• Strong organizational skills

• Collaborative problem-solver with exceptional critical-thinking skills; able to think through complex situations and provide recommendations for resolution.

• Comfortable in doing presentations both to clients and internally

• Demonstrated leadership skills with superior ability to make things happen through the use of impact and influence. The ability to work both as part of a team and independently to complete tasks.

• Investment understanding/experience an asset

Language Requirement (Quebec only):