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Client Relations Specialist

3 months ago

PointeClaire, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Position Overview

Are you recognized for your meticulous attention to detail, high standards, and eagerness to support others in providing an exceptional customer experience to our esteemed clients? If this resonates with you, consider the opportunity of becoming a Client Relations Specialist. In this role, you will deliver specialized administrative assistance to an Investment Advisor or a team of Advisors across various responsibilities. Your interactions with clients and team members will be pivotal, as your initial impressions will significantly influence our business and customer perceptions.

In addition, your responsibilities will include:

  • Preparing documentation and providing updates for Investment Advisors prior to client meetings
  • Generating reports to analyze client accounts; engaging with customers to guide them on products and services, while identifying referral opportunities
  • Managing and creating leads, ensuring accurate referral coding management
  • Submitting marketing materials for approval, assembling client information packages, maintaining marketing resources, and distributing communications
  • Familiarizing yourself with and adhering to regulatory requirements, covering all aspects of both new and existing account paperwork and marketing resources
  • Delivering superior client service by promptly addressing phone calls, mail, and electronic inquiries using your comprehensive brokerage knowledge
  • Ensuring a remarkable client experience in every interaction with team members, peers, and clients; managing your tasks effectively with discretion
  • Adhering to all policies and procedures, fostering a culture focused on risk management
  • Utilizing feedback to continuously improve individual and team performance for clients
  • Actively participating as a team player, consistently enhancing your knowledge and keeping others informed on progress, issues, or other relevant activities
Qualifications:
  • Ideally possess an Undergraduate degree or community college diploma
  • Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook
  • Licensed by the Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative or Registered Representative
  • Strong communication skills to build relationships and collaborate effectively, while maintaining confidentiality and working independently

About Us:

The Toronto-Dominion Bank is one of the leading global financial institutions and ranks as the fifth-largest bank in North America, considering its branches and stores. Every day, we provide exceptional customer experiences to millions of households and businesses across Canada, the United States, and globally. With a dedicated workforce contributing their skills, talents, and innovative ideas, we are driven by our vision to be the better bank and our mission to enrich the lives of our customers, communities, and colleagues.

We are deeply committed to excelling in customer experience, which is why we believe that all employees, regardless of their role, should be customer-oriented. As we expand our operations and execute our strategies, we are dedicated to innovating to enhance the customer journey and develop capabilities that will shape the future of banking. Whether you bring years of banking expertise or are entering the financial services industry, we are here to help you unlock your full potential. Through regular support and development dialogues, mentorship, and training initiatives, we are committed to guiding you toward achieving your ambitions. As an institution, we are constantly evolving—and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our employees to assist them and their families in achieving their financial, physical, and mental well-being objectives. This package encompasses a base salary, variable compensation, and various essential plans such as health and wellness benefits, savings and retirement schemes, paid time off, banking perks and discounts, career growth opportunities, and recognition and reward schemes.

Additional Information:
We are excited that you are considering a career with us. Through routine career discussions, training programs, and a competitive benefits scheme, we are committed to providing the necessary support for our employees to thrive both professionally and personally.

Employee Development
If you have a specific career trajectory in mind or wish to enhance particular skills, we are here to assist you in your growth. You will engage in regular conversations concerning your career, development, and performance with your supervisor, in addition to gaining access to an online learning platform and various mentoring schemes to help you uncover future prospects. Whether you are passionate about aiding customers and want to broaden your expertise or aspire to coach and motivate your colleagues, our institution offers diverse career pathways—and we are committed to helping you discover opportunities that align with your aspirations.

Training & Onboarding
We will provide training and onboarding sessions to ensure you are fully equipped to excel in your new position.

Interview Process
We will contact candidates of interest to arrange interviews. We strive to communicate outcomes to all applicants.

Accommodation
Your accessibility is a priority for us. Please inform us if you require any accommodations to help us eliminate obstacles so you can actively engage throughout the interview process. We look forward to hearing from you.

Language Requirement:
Proficiency in a language other than French is essential for providing assistance or interacting with customers or colleagues who need services and support in a language other than French.