Work Location:

Canada

Hours:

37.5

Line of Business:

Business Management, Strategy & Support

Pay Details:

$43,700 - $58,200 CAD

Job Description:

TD Wealth Private Investment Advice is a full-service brokerage ideal for investors who are looking for professional, custom-tailored wealth planning and investment solutions, while maintaining participation in the decision-making process regarding their financial affairs. We work one-on-one with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client’s financial success over the long-term.

The Business Operations Support Representative will provide quality, efficient and specialized administrative support on multiple and diverse assignments.  This position will report to the Regional Business Manager and provide dedicated administrative support to Investment Advisor(s) (IA) and their teams that require interim support for various reasons.

This may include but is not limited to:

• Provide exceptional customer service at every interaction.
• Communicate with clients via phone, in-person and e-mail where required
• Provide administrative support through:  account opening documents, transfers, cheque issuance, deposits, client reporting, tax packages etc.
• Support in maintaining client files; filing, scanning documents, updating client database, etc.
• Handle and prepare incoming/outgoing courier and mail.
• Schedule and prepare for client meetings, ie. client meeting room preparation, catering as required, greeting clients.
• Provide guidance and support to new team members
• Be able to multi-task and perform additional duties as required.
• Provide consistent and accurate administrative support to IA team
• Be familiar and adhere to compliance requirements as outlined in the policies and procedures. This includes all aspects of new and existing account documentation and marketing materials.
• Be pro-active in the role to improve team efficiency and organization
• Demonstrate knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the TD Codes of Conduct & Ethics
• Participate fully as a member of the team and contribute to a positive work environment.

Job Requirements

• Possess excellent communication and organizational skills; consistently delivering a high level of client service.
• Detail oriented and highly accurate; ability to work in a fast-paced, dynamic environment.
• Able to work well in a team environment and be a self-starter with the ability to work with minimal supervision.
• The candidate will use considerable initiative to provide a high level of organization for the team.
• Demonstrated discretion and independent judgment when dealing with highly sensitive matters.
• Proficient with firm software and MS Office Suite.

Education/Accreditations

Undergraduate Degree or Community College Diploma preferred.

Canadian Securities Course or other industry related course would be an asset.

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 deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
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. Learn more

Additional Information:
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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
 

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. 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.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet