Investment Specialist

TD is growing their Investment Specialist team and seeking proven sales professionals with financial advice experience to join our dynamic teamDo 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 DescriptionThe 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 referralsEmploy 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 benefitsExceptional training and activity management programs to support your efforts.The ability for business development using TD's #1 rated brand in CanadaThe opportunity to develop your career within a successful and thriving multi-national corporation.RequirementsMutual funds license (IFIC or CSC equivalent) requiredA highly motivated individual, who is a self-starter with quality sales skillsAn independent, self-managed professional who enjoys developing new business in a fast-paced, competitive marketExcellent interpersonal, communication, customer service, networking, and relationship management skillsProvide exceptional money-in advice at every customer interactionProspect, identify and onboard new TD Investment customers by using effective sales techniques, discovery, goals planning tools and resourcesDeepen investment relationships with TD customers by offering investment advice and consolidating OFI assetsCommunicate in a clear and understandable manner, keeping pace with the customer, speaking clearly, verifying customer understanding and agreement as appropriateAbility 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 processDemonstrate operational excellence through adherence to all TD compliance functionsAdditional InformationMultiple opportunities available - final branch pairing to be determined at a later date.Hours37.5InclusivenessAt 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 TYPE

Work Day:Full Time

Employment type:Permanent Job

Salary:Negotiable

JOB REQUIREMENTS

Minimal experience:Unspecified