Investment Specialist
1 month ago
**Investment Specialist - Thornhill Steeles, ON**:
- 424584BR
**Job Category - Primary**
- Sales & Business Development
**Work Location**
- 1-100 Steeles Avenue West
**Employment Type**
- Regular
**City**
- Thornhill
**Time Type**
- Full Time
**Province/State**
- Ontario
**Hours**
- 37.5
**Workplace Model**
- Onsite
**Pay Details**
**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 Details**
- 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 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
We have other current jobs related to this field that you can find below
-
Investment Specialist
3 weeks ago
Thornhill, Canada TD Bank Full time392518BR Sales & Business Development Thornhill, ON January 23, 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...
-
Investment Specialist
5 days ago
Thornhill, Canada TD Bank Full time**Investment Specialist - Thornhill Centre, ON**: - 424586BR **Job Category - Primary** - Sales & Business Development **Work Location** - 7967 Yonge Street **Employment Type** - Regular **City** - Thornhill **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...
-
Retail Investment Specialist
3 weeks ago
Thornhill, Canada TD Bank Full time424584BR Sales & Business Development Thornhill, ON November 8, 2023 Hours 37.5 Workplace Model Onsite Pay Details 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...
-
Systems Support Specialist
4 days ago
Thornhill, Canada AWIN Full timeHow would you like to work with one of the most prestigious and well respected automotive groups? Join AWIN! We are a premier network of 23 luxury automobile dealerships as well as 3 state of the art collision centres in the Greater Toronto Area. Our company values its customers and employees and is invested in principles for success. We value doing business...
-
Systems Support Specialist
5 days ago
Thornhill, Ontario, Canada AWIN Full timeHow would you like to work with one of the most prestigious and well respected automotive groups? Join AWIN We are a premier network of 23 luxury automobile dealerships as well as 3 state of the art collision centres in the Greater Toronto Area. Our company values its customers and employees and is invested in principles for success. We value doing business...
-
Financial Advisor
2 months ago
Thornhill, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Thornhill, Canada AECOM Full timeCompany Description At AECOM, we’re delivering a better world. We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...
-
Thornhill, Canada AECOM Full timeCompany Description **At AECOM, we’re delivering a better world.** We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...
-
Electrical Specialist
2 months ago
Thornhill, Canada AECOM Full time**Company Description** Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
-
Billing Specialist I
3 weeks ago
Thornhill, Canada AECOM Full time**Company Description** Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
-
Specialist, Customer Contracts
5 days ago
Thornhill, Ontario, Canada Grainger Canada Full timePOSITION OBJECTIVE:The Customer Contract Specialist will be accountable for accurate record retention of all customer contracts. They will also be responsible for leading the development and sustainment of a customer contract database that will track critical KPI's relevant to contract commitments. Finally this team member be accountable for informing cross...
-
Electrical Specialist
2 months ago
Thornhill, Canada AECOM Full timeCompany Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
-
Billing Specialist I
2 weeks ago
Thornhill, Canada AECOM Full timeCompany Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
-
Billing Specialist I
3 weeks ago
Thornhill, Canada AECOM Full time**Company Description** Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
-
Billing Specialist I
3 weeks ago
Thornhill, Canada AECOM Full timeCompany Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
-
Specialist, Customer Contracts
6 days ago
Thornhill, Canada Grainger Canada Full time**POSITION OBJECTIVE**: The Customer Contract Specialist will be accountable for accurate record retention of all customer contracts. They will also be responsible for leading the development and sustainment of a customer contract database that will track critical KPI’s relevant to contract commitments. Finally this team member be accountable for informing...
-
Electrical Specialist
5 days ago
Thornhill, Ontario, Canada AECOM Full timeCompany DescriptionAt AECOM, we're delivering a better world.We believe infrastructure creates opportunity for everyone. Whether it's improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive.Our clients trust us to bring together the best people, ideas, technical...
-
Billing Specialist I
5 days ago
Thornhill, Ontario, Canada AECOM Full timeCompany Description Work with Us. Change the World.**At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's...
-
Thornhill, Canada Grainger Full time**POSITION OBJECTIVE**: The Customer Contract Specialist will be accountable for accurate record retention of all customer contracts. They will also be responsible for leading the development and sustainment of a customer contract database that will track critical KPI’s relevant to contract commitments. Finally this team member be accountable for informing...
-
Specialist, Customer Contracts
7 days ago
Thornhill, Canada Grainger Canada Full time**POSITION OBJECTIVE**: The Customer Contract Specialist will be accountable for accurate record retention of all customer contracts. They will also be responsible for leading the development and sustainment of a customer contract database that will track critical KPI’s relevant to contract commitments. Finally this team member be accountable for informing...