Client Service Associate

2 weeks ago

Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

TD Securities Job Opportunity


We are seeking a highly skilled Client Service Associate to join our team in providing exceptional support to our Investment Advisors and clients. This role offers an exciting opportunity to develop your skills and knowledge in wealth management, customer service, and portfolio administration.


As a Client Service Associate, you will be responsible for:



  • Preparing documentation and updates for client meetings, ensuring accurate and timely information is provided to Investment Advisors;
  • Creating reports for analysis of client accounts, identifying opportunities for growth and improvement;
  • Communicating with clients to provide guidance on products and services, and identifying referral opportunities;
  • Accepting and processing leads, ensuring correct referral coding and administration;
  • Submitting marketing materials for approval, compiling client information packages, and maintaining marketing materials and mail-outs;
  • Familiarizing yourself with compliance requirements, including account documentation and marketing materials;
  • Providing exceptional client service, responding to inquiries, and delivering a high level of service to team members, colleagues, and clients;
  • Prioritizing and managing your work, exercising discretion, and adhering to all policies and procedures;
  • Using insights to improve individual and team performance for clients;
  • Participating as a team member, sharing knowledge, and keeping others informed and up-to-date about status and progress.

Requirements


We are looking for candidates with:



  • An undergraduate degree or community college diploma preferred;
  • Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook;
  • Proficiency in French, Cantonese, or Mandarin an asset.

Why Choose TD Securities?


TD Securities is a leading provider of capital markets products and services, offering a wide range of solutions to corporate, government, and institutional clients. We have a global presence, with over 6,500 professionals operating from 40 cities worldwide. Our commitment to innovation, execution, and experience has earned us a reputation as a trusted advisor and industry leader.


Total Rewards Package


We offer a competitive total rewards package, including:



  • A base salary of $65,000 - $80,000 per year, depending on experience;
  • Variable compensation and benefits, such as health and well-being programs, savings and retirement plans, paid time off, banking benefits, and career development opportunities;
  • Ongoing training and professional development, to help you succeed in your role and advance your career;
  • A culture that values diversity, inclusion, and employee well-being, with regular recognition and rewards for outstanding performance.

About The Toronto-Dominion Bank (Canada)


The Toronto-Dominion Bank is one of Canada's largest and most respected financial institutions, with a long history of innovation and excellence. As a leader in the financial services industry, we are committed to helping our customers achieve their goals and aspirations, while creating value for our shareholders and contributing to the well-being of our communities.

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