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Retail Investment Specialist - Calgary, AB

Calgary, AB
Full Time
4 days ago

Workplace Model

Pay Details

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.

Department Overview
At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers nationally. As a trusted Investment Specialist, we'll ensure you always have the opportunity to reach your potential and uphold this trust. Are you looking for an exciting career opportunity in financial advice & business development with one of the strongest financial institutions in Canada?
TD is growing their Investment Specialist team and seeking proven sales professionals with financial advice experience to join our dynamic team!

•Do you thrive in providing customers with professional financial guidance and advice?
•Are you known for your strong capabilities to develop customer relationships?
•Are you proactive and passionate about developing your customer base?
•Do you have a proven sales track record?

Job Details
The Investment Specialist position offers a unique opportunity for you to achieve your professional goals while being flexible to meet customers at their preferred times.

•The Investment Specialist impact is in delivering an extraordinary client experience - by fostering a relationship of advice, trust, and confidence with existing TD clients.
•The primary goal will be to consolidate assets held outside of TD through key prospecting activities leveraging lead generation, phone outreach and customer referrals
•Employ excellence in business development practices, with emphasis on pipeline success.
•Create personalized client investment strategies, leveraging internal tools that will support your investment recommendations, and engage in opening new investing accounts, and initiate transfers of assets from other financial institutions.
•As a natural relationship builder, you will identify referral opportunities to other TD lines of business, including Retail and Wealth partners.
This position sets you up for success by offering:

•Comprehensive training is provided to set you up for success and ensure you smoothly integrate within TD's employee focused corporate culture and your new team.
•A competitive commission package which rewards you for supporting more customers while also providing comprehensive benefits
•Exceptional training and activity management programs to support your efforts.
•The ability for business development using TD's #1 rated brand in Canada
•The opportunity to develop your career within a successful and thriving multi-national corporation.

Job Requirements

•Mutual funds license (IFIC or CSC equivalent) required
•A highly motivated individual, who is a self-starter with quality sales skills
•An independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market
•Excellent interpersonal, communication, customer service, networking, and relationship management skills
•Provide exceptional money-in advice at every customer interaction
•Prospect, identify and onboard new TD Investment customers by using effective sales techniques, discovery, goals planning tools and resources
•Deepen investment relationships with TD customers by offering investment advice and consolidating OFI assets
•Communicate in a clear and understandable manner, keeping pace with the customer, speaking clearly, verifying customer understanding and agreement as appropriate
•Ability to guide customers through the planning process and provide suitable recommendations to clients with <$250K in investable assets
•Ensure proper handling of any issues/complaints using the TD Customer Problem Resolution process
•Demonstrate operational excellence through adherence to all TD compliance functions

Company Overview
Our Values
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes ... because when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care.

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. 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 a customer obsessed organization, and we are 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 Commitment to Diversity, Equity, and Inclusion
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

How We're Helping Make an Impact in Communities
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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!We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
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