Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line Of Business:

TD Wealth

Pay Details:

52 700 $/$52,700 - 74 400 $/$74,400 CAD

TD 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:

TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, current business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.

We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.

Job Description:





Are you passionate about growing your career within Financial Planning and providing legendary support to partners and clients? If so, then apply for the position of Financial Planning Client Service Associate today.

The Financial Planning Client Service Associate provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main FPA activities: progress review, client contact and business building. The FPA aims to provide a legendary experience at every client interaction. The FPA has a significant impact on the net asset growth, revenue, LEI and efficiency of the Financial Planners' book of business.

In This Role, You Will Provide a High Level Of Dedicated Sales And Service Support To TD Wealth Financial Planners (FP) In Progress Reviewing, Client Contacting And Business Building. Furthermore, You Will:

- Respond to client and FP inquiries providing options and solutions, while following policies and processes on time
- Conduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high risk
- Assist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when required




- Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clientsGather and analyze data to identify and solve complex problems, escal ate as required
- Build a positive experience at every interaction and look for ways to continually improve sales and service
- Participate fully as a member of the team, support a positive and service-oriented work environment

Job Requirements :

- University / College Diploma and/or minimum 2 years of industry experience
- Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
- Preference will be given to candidates who have completed the Canadian Investment Regulatory Exam (CIRE) or similar equivalents
- Advanced knowledge of business, operations and regulatory environment
- Specialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems and jurisdictions
- Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships
- Ability to cultivate strong partner relationships
- Highly developed client service skills
- Meticulous attention to detail and strong problem solving and analytical skills

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills,

📌 Client Service Associate, Financial Planning (Montreal)
🏢 TD
📍 Montreal