Td Bank Client Service Associate - Financial Planning 

Canada, Quebec, Montreal 

181852306

Montréal, Quebec, CanadaTD Wealth

50 600 $/$50,600 - 71 400 $/$71,400 CAD

Department Overview:

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Job Description:

In this role, you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building. Furthermore, you will:

• Respond to client and FP inquiries providing options and solutions, while following policies and processes on time
• Conduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high risk
• Assist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when required
• Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients
• Gather and analyze data to identify and solve complex problems, escalate as required
• Build a positive experience at every interaction and look for ways to continually improve sales and service
• Participate fully as a member of the team, support a positive and service-oriented work environment

Job Requirements :

• Bilingualism (English and French) required to serve our clients in the commumity with English-speaking needs
• University / College Diploma and/or minimum 2 years of industry experience
• Preference will be given to candidates who have completed the Canadian Securities Course (CSC)
• Completion of Conduct and Practices Handbook (CPH) course within 6 months of hire date
• Advanced knowledge of business, operations and regulatory environment
• Specialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems and jurisdictions
• Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
• Ability to cultivate strong partner relationships
• Highly developed client service skills
• Meticulous attention to detail and strong problem solving and analytical skills

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.

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.