Work

Location:
Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$52,700
- $74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description
KEY ACCOUNTABILITIESCUSTOMERRespond to FP/client inquiries promptly and accurately; proactively providing options and solutions including timely follow-upCreate a positive FP, client and business partner experience at every interaction and look for ways to contribute to the ongoing improvement of the overall FPS&S; and client experienceSubmit, and follow up on new account, transfer and other documents to ensure completion, advising the Financial Planner or client as requiredInvestigate, resolve, and follow up on Financial Planner and client issues, providing viable solutions or optionsProvide documents/information that effectively supports the needs of the Financial Planner, detailing FP action as appropriateProactively notify FPs of ongoing updates, Daily News Postings, policy changes, etc. that may affect their practice or daily routinesContribute to the timely and accurate completion of current account openings, account transfers, cash transfers, iForms,



and other administrative and transactional requestsDevelop and foster strong productive relationships with the Financial Planners, their clients and our operations teamAssist Financial Planners in daily business activities efficiently and effectively to ensure a legendary client experience while adhering to policies and proceduresBe the number one resource for the Financial PlannerEfficiently manage FP expectations through strong verbal and written communication skillsTake ownership of all transactions, ensuring account maintenance, operations and escalations are processed in a timely and satisfactory matterAssist clients with inquiries and requests and proactively contact clients for appointment booking, seasonal opportunities and statement reviews acting as an extension of the Financial Planner's businessProvide the Financial Planners with sales support by identifying net asset growth and revenue opportunities and reaching out to prospective clientsSHAREHOLDERAct as a brand champion for FPSS and bank, both internally and externallyBe knowledgeable of practices, policies and procedures, complying with TDGB & IIROC codes of conduct and securities laws and regulationsPrioritize and manage workflow to ensure quality, efficiency and timelinessMaintain a culture of risk management and control, identifying risks and escalating matters when appropriateSupervise day-to-day operations / activities, balance workloads,



ensure compliance to internal / external requirements and the achievement of service level standards and productivity targetsResolve escalated matters and refer complex issues / situations beyond own level of expertiseEnsure adherence to operating standards and processes – perform quality checks and validation of workReview and/or update procedures ensuring all functions and systems are well documentedMonitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities existsIdentify operational issues and recommend improvements, may provide support during implementation of new process changesApply knowledge of systems, programs and services, and external requirements, in achieving efficiency and productivity objectives for the groupEnsure that employees are aware of the impact of their work on the activities of others outside of their function/unitEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitPromote a positive work environment and culture of innovation, teamwork, diversity and performanceSupport the team by continuously enhancing knowledge/expertise and proactively identifying opportunities for improvement within the department, participating in department initiatives and projectsActively participate in personal development activities and initiativesProactively offer support and coverage for the team and the RTA (Relation

📌 FP Client Service Associate (Toronto)
🏢 TD
📍 Toronto