Client Service Associate, Financial Planning

TD•Montreal, QC

5d•CA$52,700 - CA$74,400•Onsite

About The Position

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams. We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Requirements

University / College Diploma and/or minimum 2 years of industry experience
Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
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 ability to work collaboratively and independently, provide assistance and build relationships
Ability to cultivate strong partner relationships
Highly developed client service skills
Meticulous attention to detail and strong problem solving and analytical skills

Nice To Haves

Preference will be given to candidates who have completed the Canadian Investment Regulatory Exam (CIRE) or similar equivalents

Responsibilities

Provides a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building.
Responds to client and FP inquiries providing options and solutions, while following policies and processes on time.
Conducts transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high risk.
Assists in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when required.
Provides the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients.
Gathers and analyzes data to identify and solve complex problems, escalates as required.
Builds a positive experience at every interaction and looks for ways to continually improve sales and service.
Participates fully as a member of the team, supports a positive and service-oriented work environment.