Join TD in Montreal as a Business Operations Support Lead I, where your expertise in client service and financial planning creates memorable experiences for clients. This role operates Monday to Friday, with the potential for Saturdays. In this position, you will provide critical support to Financial Planners and Client Service Associates, enhancing their ability to achieve client goals through superior service and administrative assistance.

This is a chance to utilize your organizational talents and foster cooperative relationships within a high-performing team as you contribute positively to client interactions. Key Responsibilities:

- Assist planners in maintaining client relationships and administration
- Initiate outreach to clients regarding progress and reviews




- Gather necessary information for Annual Client Reviews
- Partner closely with Client Service Associates for seamless operations
- Identify client opportunities through effective communication Requirements:
- Bilingual in English and French is mandatory
- Proven customer service experience is desirable
- Strong multitasking and organizational capabilities
- Familiarity with Salesforce is a plus
- Competent in Microsoft Office applications Leverage your skills to facilitate exceptional client experiences and support TD's commitment to wealth management excellence.

📌 Business Operations Support Lead at TD Wealth (Montreal)
🏢 TD
📍 Montreal