Client Service Associate - Financial Planning

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

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.

Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

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.

Are you a dynamic financial professional with emerging subject matter expertise who thrives helping planners and their clients with goals-based and highly personalized financial planning? Can you provide day-to-day dedicated support as well as carry out special requests in a range of technical processes and procedures? If so, then apply for the position of Client Service Associate - Financial Planning
 

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:

• Advanced level of communication in French and English

• University / college diploma and/or minimum 2 years of industry experience

• 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

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

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