Work LocationVictoria, British Columbia, CanadaHours37.5 hours per weekLine of BusinessBusiness Management, Strategy & SupportPay Details$45,700 - $61,000 CADPosition OverviewThe Business Operations Support Representative will provide quality, productive, and specialized administrative support to an Investment Advisor(s) (IA) and their team.ResponsibilitiesProvide exceptional customer service at every interaction.Communicate with clients via phone, in‑person, and e‑mail as required.Support administrative tasks such as account opening documents, transfers, cheque issuance, deposits, client reporting, and tax packages.Maintain client files; file, scan documents, and update the client database.Handle and prepare incoming/outgoing courier and mail.Schedule and prepare for client meetings, including meeting room preparation, catering as required, and greeting clients.Multi‑task and perform additional duties as required.Provide consistent and accurate administrative support to the IA team.Adhere to compliance requirements as outlined in the policies and procedures,



including all aspects of account documentation and marketing materials.Proactively improve team efficiency and organization.Demonstrate knowledge of and compliance with securities laws, risk & confidentiality requirements, and TD Codes of Conduct & Ethics.Participate fully as a member of the team and contribute to a positive work environment.RequirementsPossess excellent communication and organizational skills; consistently deliver a high level of client service.Detail‑oriented and highly accurate; able to work in afast‑paced, dynamic environment.Work well in a team environment and be a self‑starter with the ability to work with minimal supervision.Use considerable initiative to provide a high level of organization for the team.Demonstrate discretion and independent judgment when dealing with highly sensitive matters.Proficient with firm software and the MS Office Suite.Education & AccreditationsUndergraduate Degree or Community College Diploma preferred. Canadian Investment Regulatory Exam (CIRE) or other industry related courses would be an asset.#J-18808-Ljbffr

📌 Business Operations Support Representative Iii - C$45,700 - C$61,000 A Year (Winnipeg)
🏢 TD
📍 Winnipeg