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 prospects through effective communication Requirements:
Bilingual in English and French is mandatory
Proven customer service experience is desirable
Robust 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 (Canada)
🏢 TD
📍 Canada