Client Service Associate

4 weeks ago

Montréal, Canada TD Bank Full time

396779BR

Wealth Management

Montreal, QC

January 23, 2023

Company Overview

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 Description**:
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

**Requirements**:

- University / college diploma and/or minimum 2 years of industry experience
- Completion of Canadian Securities Course (CSC) course through the Canadian Securities Institute (CSI) within 90 days of start date
- Completion of Conduct and Practices Handbook (CPH) course through the Canadian Securities Institute (CSI) within 180 days of start date.
- Completion of Wealth Management Essentials (WME) course through the Canadian Securities Institute (CSI) within 18 months of start 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
- Bilingual French and English

Additional Information

**#LI-FP**

Hours

37.5

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.

  • Client Service Associate

    1 week ago

    Montréal, Canada Fiera Capital Full time

    At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...

  • Private Client Service Associate

    3 weeks ago

    Montréal, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Montreal, QC** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

  • Pia Client Service Associate

    3 weeks ago

    Montréal, Canada TD Bank Full time

    **PIA Client Service Associate**: - 430782BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private...

  • Pia Client Service Associate

    3 weeks ago

    Montréal, Canada TD Bank Full time

    **PIA Client Service Associate**: - 426382BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Hours/Availability Detail** - Full time **Pay...

  • Associate Program

    4 weeks ago

    Montréal, Canada Dialectica Full time

    **About Dialectica** Founded in 2015, Dialectica is an information services company that brings unique, real-time insights to top business professionals globally with the vision to shape better business decision-making worldwide. Partnering with the world's leading investment and consulting companies as well as the largest corporations, Dialectica enables...

  • Client Associate

    2 days ago

    montréal, Canada Insight Global Full time

    Associate Client Executive Insurance Broking & Risk Management Sector Hybrid in Montreal Must be Bilingual (French/English) Permanent, Full-Time Salary: $80-95k Required Skills and Experience · 3+ years of experience working with commercial insurance is essential. · AMF license or ability to obtain one in 3 months of hire · Excellent proficiency in...

  • Client Associate

    3 days ago

    montréal, Canada Insight Global Full time

    Associate Client ExecutiveInsurance Broking & Risk Management SectorHybrid in MontrealMust be Bilingual (French/English)Permanent, Full-TimeSalary: $80-95kRequired Skills and Experience · 3+ years of experience working with commercial insurance is essential.· AMF license or ability to obtain one in 3 months of hire· Excellent proficiency in both French...

  • Client Associate

    3 days ago

    montréal, Canada Insight Global Full time

    Associate Client ExecutiveInsurance Broking & Risk Management SectorHybrid in MontrealMust be Bilingual (French/English)Permanent, Full-TimeSalary: $80-95kRequired Skills and Experience · 3+ years of experience working with commercial insurance is essential.· AMF license or ability to obtain one in 3 months of hire· Excellent proficiency in both French...

  • Client Associate

    3 days ago

    Montréal, Canada Insight Global Full time

    Associate Client ExecutiveInsurance Broking & Risk Management SectorHybrid in MontrealMust be Bilingual (French/English)Permanent, Full-TimeSalary: $80-95kRequired Skills and Experience · 3+ years of experience working with commercial insurance is essential.· AMF license or ability to obtain one in 3 months of hire· Excellent proficiency in both French...

  • Client Associate

    2 days ago

    montréal, Canada Insight Global Full time

    Associate Client ExecutiveInsurance Broking & Risk Management SectorHybrid in MontrealMust be Bilingual (French/English)Permanent, Full-TimeSalary: $80-95kRequired Skills and Experience · 3+ years of experience working with commercial insurance is essential.· AMF license or ability to obtain one in 3 months of hire· Excellent proficiency in both French...

  • Client Experience Associate

    2 weeks ago

    Montréal, Canada HSB Canada Full time

    Client Experience Associate Driven by technology and fuelled by innovation, HSB is Canada’s premier specialty insurance and applied technology services provider. Offering 150 years of technical and service excellence, we are focusing on emerging trends and unlocking new opportunities for clients. Today, we are accelerating, changing the future of...

  • Client Representative, Customer Solutions Bell

    3 weeks ago

    Montréal, Canada CUSTOMER EXPERIENCEEXPRIÉNCE CLIENT Full time

    Req Id: 407787 At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world. If you’re ready to bring game-changing ideas to life and join a community that values professional growth and employee wellness, we want you on...

  • Responsable Service Clients

    3 weeks ago

    Montréal, Canada SERVICE DE TRANSFORMATION BÉCANCOUR Full time

    Responsable service client domaine métalurgique Tâches demandées: - Recevoir les commandes externes des clients; - Valider les informations pertinentes sur les commandes externes; - Création d’une commande interne et envoi à nos différentes usines/entrepôts; - Céduler les camions en relation avec les commandes; - Entrer les marchandises reçus de...

  • Client Associate

    3 days ago

    Montréal, QC, Canada Insight Global Full time

    Associate Client Executive Insurance Broking & Risk Management Sector Hybrid in Montreal Must be Bilingual (French/English) Permanent, Full-Time Salary: $80-95k Required Skills and Experience · 3+ years of experience working with commercial insurance is essential. · AMF license or ability to obtain one in 3 months of hire · Excellent proficiency in...

  • Client Associate

    3 days ago

    Montréal, QC, Canada Insight Global Full time

    Associate Client Executive Insurance Broking & Risk Management Sector Hybrid in Montreal Must be Bilingual (French/English) Permanent, Full-Time Salary: $80-95k Required Skills and Experience · 3+ years of experience working with commercial insurance is essential. · AMF license or ability to obtain one in 3 months of hire · Excellent proficiency in...

  • Associate Client Executive

    3 days ago

    Montréal, QC, Canada Insight Global Full time

    Insight Global is seeking a dedicated Bilingual Associate Client Executive to become a part of a leading organization in the insurance broking and risk management sector, based in Montreal. The position is designed as a hybrid role, with the expectation of three days of on-site work and two days of remote work each week. The Associate Client Executive will...

  • Client Associate

    3 days ago

    Montréal, QC, Canada Insight Global Full time

    Associate Client Executive Insurance Broking & Risk Management Sector Hybrid in Montreal Must be Bilingual (French/English) Permanent, Full-Time Salary: $80-95k Required Skills and Experience · 3+ years of experience working with commercial insurance is essential. · AMF license or ability to obtain one in 3 months of hire · Excellent proficiency in...

  • Associate Client Executive

    2 weeks ago

    Montréal, Canada Marsh Full time

    Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and...

  • Associate, Client Support

    2 months ago

    Montréal, Canada Medfar Full time

    Company Description - MEDFAR Clinical Solutions was founded in 2010 by two aeronautical engineers who realized that the healthcare system was not exploiting the full potential of technology. Supported by a large community of medical experts and focused on clinical success and patient safety, MEDFAR was the first company to certify a cloud-based Electronic...

  • Associate, Client Support

    23 hours ago

    Montréal, Canada Medfar Full time

    Company Description - MEDFAR Clinical Solutions was founded in 2010 by two aeronautical engineers who realized that the healthcare system was not exploiting the full potential of technology. Supported by a large community of medical experts and focused on clinical success and patient safety, MEDFAR was the first company to certify a cloud-based Electronic...