Client Service Associate

4 weeks ago

Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role:

This position involves providing dedicated sales and service support to TD Wealth Financial Planners. The successful candidate will be responsible for responding to client and FP inquiries, conducting transactions, and assisting with the timely and accurate completion of new account openings and other administrative documents.

Key Responsibilities:

  • Respond to client and FP inquiries, providing options and solutions while following policies and processes.
  • Conduct transactions and activities that require expert knowledge across a broad range of products, processes, or systems.
  • Assist with the timely and accurate completion of new account openings, account and cash transfers, and other administrative documents.
  • Provide sales support to FPs by identifying net asset growth and revenue opportunities and contacting prospective clients.
  • Gather and analyze data to identify and solve complex problems, escalating 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, supporting a positive and service-oriented work environment.

Requirements:

  • Advanced level of communication in French and English.
  • University/college diploma and/or minimum 2 years of industry experience.
  • Canadian Securities Course (CSC).
  • Completion of Conduct and Practices Handbook (CPH) course within 6 months of hire 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 the ability to work collaboratively and independently, provide assistance, and build relationships.

About TD:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. Our vision is to be the better bank, and our purpose is to enrich the lives of our customers, communities, and colleagues.

Total Rewards Package:

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:

We're committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes.

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