Associate - Customer Support - Remote (Vaughan)

Associate - Customer Support - Remote (Vaughan)

30 Oct
|
TD
|
Vaughan

30 Oct

TD

Vaughan

TD Wealth 43,300
- $56,700 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. Are you admired for your attention to detail, exacting standards and willingness to help others deliver an outstanding customer experience to our high value clients? In this role, you will provide business and relationship management as well as planning support to Investment Advisors (IAs) to enable them to deliver exceptional customer service to our clients. Assist IA in building integrated and customized solutions based on clients' unusual needs Demonstrate financial planning expertise to support IA and produce high quality plans that exceed client expectations and improve client retention and loyalty Participate in client meetings and the wealth planning process; Maintain a culture of risk management; adhere to internal policies and procedures and protect the interests of the Bank by monitoring and raising transaction activity as required Monitor service quality and productivity; implement continuous improvement Undergraduate degree or community college diploma preferred ~ Successful candidates will be required to be licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) ~2+ years of relevant experience, ideally in banking, administrative roles,



or related fields ~ Knowledge of wealth management and/or operations is an asset ~ Knowledge of investment products is an asset ~ Personal Financial Planner (PFP) or Certified Financial Planner (CFP) TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your current role. We do our best to communicate outcomes to all applicants by email or phone call. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Language Requirement (Quebec only):

📌 Associate - Customer Support - Remote (Vaughan)
🏢 TD
📍 Vaughan

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