Become a Business Operations Support Lead I with TD Wealth in Montréal, Quebec, focusing on enhancing financial planning and client satisfaction. This role includes flexible scheduling, accommodating both weekdays and possible weekends. As a supportive force for Financial Planners and Client Service Associates, you will play a vital role in enriching client interactions and ensuring administrative tasks are managed efficiently.

This position caters to those who enjoy building strong client relationships while navigating a fast-paced work environment. Your contributions will drive customer loyalty and business growth. Key Responsibilities:

- Provide high-level support to financial planners and teams
- Execute outbound client contacts to assist with financial planning




- Compile and maintain documentation required for client reviews
- Support CRM functions and client interaction strategies
- Use Salesforce proactively to enhance client engagement Requirements:
- Mandatory bilingualism in English and French
- Ability to thrive in a high-volume, rapid-paced atmosphere
- Resourcefulness and strong detail orientation required
- Previous banking or customer-related experience beneficial
- Ability to adapt to new systems swiftly Support TD Wealth's mission by improving client experiences and advancing financial planning initiatives through dedicated service.

📌 Montréal Business Operations Support Specialist (Montreal)
🏢 TD
📍 Montreal