Wealth Operations Concierge Associate (Bilingual French Required)

Toronto - Canada

Monthly Salary: $ 52700 - 74400

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Work Location:

Toronto Ontario Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52700 - $74400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Bilingual French Required

KEY ACCOUNTABILITIES

CUSTOMER

Coordination with PWM Advisors in preparation for client engagement (pre-meeting checklist meeting agenda data gathering etc.)
Assist WAS field team with the initiation of the plan in CCH/ WAS template by inputting as much salient data (received from the Advisor) as possible and through report creation
Maintain an accurate and current WAS database of relevant client information and opportunities for WAS and Wealth leadership
Assist the field team in the preparation of proposals client correspondence presentations and other materials for clients prospects and partner meetings as required

SHAREHOLDER

Consistently exercise discretion in managing correspondence information and all matters of confidentiality; escalate issues where appropriate
Maintain a culture of risk management and control supported by effective processes in alignment with risk appetite
Support the timely and accurate completion of business processes and procedures
Protect the interests of the organization identify and manage risks and escalate non-standard high risk transactions / activities as necessary
Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identify suggest and actively participate in process improvement opportunities
Ensure necessary due diligence to support the accuracy of all client transactions / activities
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

Coordination of team meetings HNW presentations and events
Support field planners with scanning central file storage of plans.
Participate fully as a member of the team support a positive work environment that promotes service to the business quality innovation and teamwork and ensure timely communication of issues/ points of interest
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business related tools and techniques
Participate in personal performance management and development activities including cross training within own team
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training coaching and/or guidance as appropriate.
Contribute to a fair positive and equitable environment that supports a diverse workforce
Act as a brand champion for your business area/function and the bank both internally and/or externally

BREADTH & DEPTH

A self-starter that works with minimal supervision
Provide a high level of organization for the Planners
Demonstrated experience in professional services is required
Requires specialized skills and expertise in a range of products services concepts and processes
Acts as a sales process/ expert to Planners and/or internal partners
Identifies complex problems and formulates the most appropriate solution
Uses insights into how the client or Planner integrates with other teams to coordinate efforts and resources to achieve shared objectives
Has direct impact on the quality of the duties performed or services provided to the Planner team and the unit supported
Implements sales and client service procedures and approaches to complete work
Requires tact to exchange ideas and client information in a concise and logical way; handling of sensitive client information and resolution of exceptions

EXPERIENCE & EDUCATION

Undergraduate degree
Certified financial planning designation an asset (CFP Pl. Fin etc.)
Bilingual French Required

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD 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.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

Our 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. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Maîtrise dune langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.

Required Experience:

Work Location:Toronto Ontario CanadaHours:37.5Line of Business:TD WealthPay Details:$52700 - $74400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...