Investment Specialist

1 week ago

Etobicoke, Ontario, Canada TD Bank Full time

TD Description
Stay current and competitive. Carve out a career for yourself. Grow with us.

Department Overview

  • At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers nationally. As a trusted Investment Specialist, we'll ensure you always have the opportunity to reach your potential and uphold this trust. Are you looking for an exciting career opportunity in financial advice & business development with one of the strongest financial institutions in Canada?
  • TD is growing their
-
Investment Specialist team and seeking proven sales professionals with financial advice experience to join our dynamic team

  • Do you thrive in providing customers with professional financial guidance and advice?
  • Are you known for your strong capabilities to develop customer relationships?
  • Are you proactive and passionate about developing your customer base?
  • Do you have a proven sales track record?
  • The
-
Investment Specialist position offers a unique opportunity for you to achieve your professional goals while being flexible to meet customers at their preferred times.

  • The
Investment Specialist impact is in delivering an extraordinary client experience - by fostering a relationship of advice, trust, and confidence with existing TD clients.

  • The
primary goal will be to consolidate assets held outside of TD through key prospecting activities leveraging lead generation, phone outreach and customer referrals

  • Employ excellence in business development practices, with emphasis on pipeline success.
  • Create personalized client investment strategies, leveraging internal tools that will support your investment recommendations, and engage in opening new investing accounts, and initiate transfers of assets from other financial institutions.
  • As a natural relationship builder, you will identify referral opportunities to other TD lines of business, including Retail and Wealth partners.
This position sets you up for success by offering:

  • Comprehensive training is provided to set you up for success and ensure you smoothly integrate within TD's employee focused corporate culture and your new team.
  • A competitive commission package which rewards you for supporting more customers while also providing comprehensive benefits
  • Exceptional training and activity management programs to support your efforts.
  • The
ability for business development using TD's #1 rated brand in Canada

  • The
opportunity to develop your career within a successful and thriving multi-national corporation.

Job Requirements

  • Mutual funds license (IFIC or CSC equivalent) required
  • A highly motivated individual, who is a selfstarter with quality sales skills
  • An independent, selfmanaged professional who enjoys developing new business in a fastpaced, competitive market
  • Excellent interpersonal, communication, customer service, networking, and relationship management skills
  • Provide exceptional moneyin advice at every customer interaction
  • Prospect, identify and onboard new TD Investment customers by using effective sales techniques, discovery, goals planning tools and resources
  • Deepen investment relationships with TD customers by offering investment advice and consolidating OFI assets
  • Communicate in a clear and understandable manner, keeping pace with the customer, speaking clearly, verifying customer understanding and agreement as appropriate
  • Ability to guide customers through the planning process and provide suitable recommendations to clients with
  • Ensure proper handling of any issues/complaints using the TD Customer Problem Resolution process
  • Demonstrate operational excellence through adherence to all TD compliance functions

Additional Information

  • Multiple opportunities available final branch pairing to be determined at a later date.

Inclusiveness


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.


Job Family

  • Retail Sales & Service

Job Category - Primary

  • Sales & Business Development

Job Category(s)

  • Sales & Business Development

Hours

  • 37.5

Business Line

  • TD Canada Trust

Time Type

  • Full Time

Employment Type

  • Regular

Country

  • Canada

Province/State (Primary)

  • Ontario

City (Primary)

  • Etobicoke

Work Location

  • 390 The East Mall Unit 100

Job Expires

  • 25Feb2023

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