Client Service Associate

5 days ago

Montréal, Canada TD Bank Full time

**Client Service Associate - Financial Planning**:

- 426508BR

**Job Category - Primary**
- Wealth Management

**Work Location**
- 7250 Mile End

**Employment Type**
- Regular

**City**
- Montreal

**Time Type**
- Full Time

**Province/State**
- Quebec

**Hours**
- 37.5

**Workplace Model**
- Hybrid

**Pay Details**

**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.

**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.

**Job Details**

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**
- University / college diploma and/or minimum 2 years of industry experience
- Canadian Securities Course (CSC) required prior to start date
- Speak, read and write French and English
- 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

**Proficiency in Other than French**
- This position requires proficiency in a language other than French to support or deal with employees or colleagues who require services and support in a language other than French.

**Additional Information**
- NOTE: There are 4 positions available

**Company Overview**

**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.**Making Your Well-being a Priority**
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.**How We Work**
At TD, we believe in-p

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