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Private Client Service Associate

2 months ago

Mississauga, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time
About the Role

We are seeking a highly skilled and motivated Private Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our financial services team, you will play a critical role in delivering exceptional customer experiences and driving business growth.

Key Responsibilities
  • Provide exceptional customer service to affluent clients, ensuring their financial needs are met and exceeded.
  • Work collaboratively with cross-functional teams to generate results based on business targets, profitability, and sales revenue.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
  • Contribute to the success of the business by participating in internal training programs and external courses to enhance knowledge and skills.
Requirements
  • Mutual Fund License.
  • CSC or 1 year to complete CSC.
  • Self-starter with the ability to work with minimal supervision.
  • Exceptional organizational skills and ability to provide high-level support to the branch.
  • Demonstrated experience in professional services and dealing with affluent clients.
  • Knowledge of MS Word, Excel, and PowerPoint.
About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, with a presence in Canada, the United States, and around the world. We are committed to delivering legendary customer experiences and driving business growth through innovation and excellence.

Our Total Rewards Package

We offer a comprehensive Total Rewards package that reflects our commitment to supporting the financial, physical, and mental well-being of our colleagues. This includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Colleague Development

We are committed to helping our colleagues succeed in their careers and achieve their goals. We offer regular career development conversations, training programs, and mentoring opportunities to support your growth and development.

Training & Onboarding

We provide comprehensive training and onboarding sessions to ensure that you have everything you need to succeed in your new role.

Interview Process

We will reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants.