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 robust detail orientation required
Previous banking or customer-related experience beneficial
Ability to adapt to recent 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 (Canada)
🏢 TD
📍 Canada