Financial Services Presentation Support Specialist
2 weeks ago
We are seeking a highly skilled Financial Services Presentation Support Specialist to join our team. As a key member of our organization, you will be responsible for creating high-quality marketing and client servicing presentation materials.
Responsibilities- Collaborate with internal partners to produce presentation materials that meet the team's service level agreements.
- Exhibit strong time management, organizational skills, and understanding of which deliverables to prioritize and re-prioritize as additional requests or tasks are received.
- Respond to routine and ad hoc requests while meeting service level agreements and ensuring quality control and accuracy of outgoing material.
- Display ownership over sales support material content and effectively communicate content preferences to stakeholders to ensure clear, informative, and value-added messaging.
- Adhere to TD Securities' brand guidelines and compliance requirements by adopting sales support best practices to ensure that materials produced are compliant and consistent across the team.
- Proactively identify opportunities to create efficiencies and provide value-add, leading projects to streamline and standardize processes as required.
- Support other client/sales activities at different stages of the pipeline as needed.
- Strong time management and organizational skills with attention to detail and quality control.
- Risk management mindset.
- Ability to effectively translate complex information into clear messages for target audiences.
- Solid interpersonal and relationship management skills.
- Ability to manage multiple objectives simultaneously.
- Exhibit sound judgment and strong common sense.
- Advanced user in MS PowerPoint and Excel.
- Be a high-energy, positive, and results-oriented individual with a commitment to providing an exceptional level of service and a reputation for 'getting things done.'
- Strong critical thinking and problem-solving skills to solve sometimes unstructured and complex issues independently.
- Possess a passion for learning about the wealth asset management business and a desire to grow skillset.
- Fully bilingual (French and English) considered an asset.
- Undergraduate degree or other relevant financial certification.
- Five years of experience working in Financial Services, Asset Management, or Capital Markets.
- Keen interest and understanding of investment and market concepts.
- Investment industry accreditation considered an asset.
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. Our Total Rewards 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.
Estimated Salary: $85,000 - $110,000 per year, depending on location and experience.
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