Work Location:
Montréal, Quebec, Canada

Hours:
20

Line of Business:
TD Wealth

Pay Details:
43 300 $/$ 43,300 - 56 700 $/$56,700 CAD

This role is eligible for commission based earnings.

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:

Apercu du service :

Services privés, Gestion de patrimoine (SPGP), l'une des plus grandes sociétés de gestion de patrimoine au Canada, offre a des clients a valeur nette élevée une gamme unique et totalement intégrée de solutions bancaires, de placement, d'assurance, de successions et de fiducies. Grâce a une approche fondée sur l'établissement de relations étroites, a long terme et confidentielles avec une clientèle triée sur le volet, SPGP offre a ses clients des solutions de gestion de patrimoine personnalisées et haut de gamme qui reposent sur le savoir-faire et les ressources d'une équipe d'experts multidisciplinaire et permettent une très grande souplesse financière.

L'associé, Services privés est chargé d'offrir un soutien ainsi que des services administratifs et analytiques constants et précis a un ou plusieurs gestionnaires de portefeuille. Il agit a titre de personne-ressource secondaire pour les clients des gestionnaires de portefeuille.

Description du poste :

Vous excellez en service a la clientèle, en organisation et en administration ? Nous recherchons un professionnel administratif dynamique qui s'engage a servir les clients, les collègues et les partenaires de l'équipe. L'associé, Services privés fournit un support administratif, analytique et un service hors pair pour garantir une expérience client légendaire.

Dans ce rôle, vous:

• Aider le(s) gestionnaire(s) de portefeuille a préparer les réunions avec les clients en organisant la documentation requise.
• Rédiger des rapports pour l'analyse des comptes clients
• Accepter/créer des listes de prospects et assurer la documentation administrative et le codage des potentiels.
• Fournir un haut niveau d'organisation a votre succursale désignée en excellant en administration
• Hiérarchisez et gérez votre propre charge de travail pour répondre aux exigences des accords de niveau de service en matière de service et de productivité.
• Assurer toutes les diligences nécessaires pour garantir l'exactitude et la conformité de toutes les transactions et activités des clients et soulever les problèmes le cas échéant.
• Connaître, respecter et mettre en œuvre les pratiques et procédures requises en temps opportun
• Maintenir une culture de gestion et de contrôle des risques, soutenue par des processus efficaces
• Participer pleinement en tant que membre de l'équipe, suggérer des améliorations et soutenir un environnement de travail positif qui favorise le service aux clients, aux collègues, aux partenaires, a l'entreprise et a la Banque.

Exigences du poste:

• Bilingue (français et anglais)
• Diplôme universitaire ou diplôme d'un collège communautaire préféré
• Une exigence du poste est que vous obteniez une licence auprès de l'Organisme canadien de réglementation des investissements (OCRI) en tant que représentant / représentante en placement
• 1 a 2 ans d'expérience pertinente, idéalement dans le secteur bancaire, des rôles administratifs ou domaines connexes.
• Solides compétences en communication, capacité a établir des relations, a travailler seul ou en équipe et a assurer la confidentialité
• Connaissance de la gestion de patrimoine et/ou des opérations, un atout
• Connaissance des produits d'investissement, un atout

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, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

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.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. 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 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):
Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.