Investment Specialist
4 weeks ago
409008BR
Sales & Business Development
Duncan, BC
May 10, 2023
Company Overview
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?
**Job Description**:
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.
**Requirements**:
- Mutual funds license (IFIC or CSC equivalent) required
- A highly motivated individual, who is a self-starter with quality sales skills
- An independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market
- Excellent interpersonal, communication, customer service, networking, and relationship management skills
- Provide exceptional money-in 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
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