Business Development Associate

2 weeks ago

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

Job Summary

We are seeking a highly skilled Business Development Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for identifying client life and financial goals, providing recommendations, and managing ongoing relationships.

Key Responsibilities

  • Identify opportunities to refer clients to Partners (Wealth, Retail)
  • Provide ongoing comprehensive reviews of clients' financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
  • Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
  • Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area
  • Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk activities as necessary
  • Conduct internal and external research projects; support the development / delivery of presentations / communications to management or broader audience
  • Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
  • Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
  • Acquire and apply expertise in the discipline, provide guidance, assistance and direction to others
  • Identify, recommend and effectively execute standard practices applicable to the discipline
  • Adhere to internal policies/procedures and applicable regulatory guidelines
  • Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

Requirements

  • University Degree and/or 3-5 years industry experience
  • Canadian Securities Course (CSC) required
  • IIROC license preferred (required within first 90 days in role)
  • Complete Conduct & Practices Handbook (CPH) within first 90 days in role
  • Complete Wealth Management Essentials (WME) within first 30 months in role
  • Achieve Certified Financial Planner designation within first 3 years in role

About Us

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 colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

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