FP Client Service Associate

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Hours:

Line of Business:

Pay Details:

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:

Department Overview:

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.

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 youll be busy but never bored.

Job Description:

Are you passionate about growing your career within Financial Planning and providing legendary support to partners and clients If so then apply for the position of Financial Planning Client Service Associate today.

The Financial Planning Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main FPA activities: progress review client contact and business building. The FPA aims to provide a legendary experience at every client interaction. The FPA has a significant impact on the net asset growth revenue LEI and efficiency of the Financial Planners book of business.

In this role you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing client contacting and business building. Furthermore you will:

• Respond to client and FP inquiries providing options and solutions while following policies and processes on time

• Conduct 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

• Assist 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

• Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients

• Gather and analyze data to identify and solve complex problems escalate 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 support a positive and service-oriented work environment

Job 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

• Preference will be given to candidates who have completed the Canadian Securities Course (CSC) or similar equivalents

• 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

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 strive to make every interaction product and experience remarkably human and refreshingly simple for 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 foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

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.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

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):