Wealth Coordinator

1 month ago

Halifax, Canada TD Bank Full time

**TD Description**

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

**Department Overview**
- TD Wealth is one of Canada's largest Wealth management companies, providing a unique suite of fully integrated banking, investment, insurance and estate and trust solutions to high net worth individuals. With an approach based on establishing close-knit, confidential relationships with a select client base, TD Wealth provides individually structured, high end wealth management solutions to its clients that bring together the expertise and resources of a team of multi-disciplinary experts to provide great financial flexibility.
- In the role of Private Client Group's Wealth Coordinator, you will be the first point of contact for TD Wealth clients. You will provide administrative support to various business lines such as Private Banking, Private Trust and Wealth Advisory Services. You will handle the flow of people through the business and ensure that all responsibilities are completed accurately and delivered with high quality and in a timely manner. Provide client and administrative support for the Centre- Support Regional Market Manager on special projects
- Coordinate the content and creation of various Regional Wealth newsletters
- Responsible for managing in person and virtual events within Atlantic
- Provide marketing assistance to all lines of business
- Responsible to maintain Managers Handbook and provide Private Banking Client Associate assistance with banking transactions
- Provide business development support to sales team
- Liaise with internal and external providers such as property management group, Rivermine, Access Request, etc
- Responsible for administrative support of Wealth Advisory Services team
- Maintain daily work flow while managing incoming projects

**Job Requirements**
- Required Educations &/or Accreditation
- Undergraduate Degree
- Required Capabilities
- Proficient in using social media platforms
- High level of comfort with technology
- Prior experience in a client service environment with affluent clients
- Retail banking experience is preferred
- Proficient in MS Office - Word, Excel, Powerpoint
- Proven self-starter, with the ability to work with mínimal supervision
- Ability to build and sustain strong client and internal Partner relationships
- Strong communication skills - oral and written
- Excellent organizational skills and high attention to detail
- Proven personal credibility and accountability
- Proven passion for creating a legendary client experience at every opportunity

**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**
- Office Services & Support

**Job Category - Primary**
- Wealth Management

**Job Category(s)**
- Wealth Management

**Hours**
- 37.5

**Business Line**
- TD Wealth

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- Nova Scotia

**City (Primary)**
- Halifax

**Work Location**
- 1791 Barrington Street

**Job Expires**
- 06-Feb-2023

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