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CUSTOMER: Prepare all documentation and provide updates to the Portfolio Manager in preparation for client meetings Create reports for analysis of client accounts Accept/create leads and ensure correct referral coding on TD Leads Provide a high level of organization for the branch by excelling at administration May act as a secondary contact for the Portfolio Managers relationships
SHAREHOLDER: Prioritize and manage own workload to meet SLA requirements for service and productivity Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area Support the timely and accurate completion of business processes and procedures Ensure necessary due diligence to support the accuracy of all customer transactions / activities Adhere to internal policies/procedures and applicable regulatory guidelines Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Requirements EMPLOYEE / TEAM: Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques Participate in personal performance management and development activities, including cross training within own team Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate. Contribute to a fair, positive and equitable environment that supports a diverse workforce Act as a brand champion for the business area/function and the bank, both internally and/or externally
BREADTH & DEPTH: First level professional role with focus on performing functional specialized business services or support within fairly well-defined parameters as directed Time horizon and nature of work is generally short-term focused daily / weekly to monthly Requires if basic experience and skills and provides standard reporting and /or analysis as directed Requires basic knowledge of the function and / or the business supported Focuse on developing conceptual knowledge of practices and procedures for own area or function Understands key business and functional drivers and processes in the context of their own work Uses existing established methods and procedures to complete assignments and / or solve problems Generally works within well-defined parameters under the direction of management Reports to the Manager Client Service
EXPERIENCE AND / OR EDUCATION: Undergraduate iversity Degree 2+ years of experience Mutual Fund Licensed Canadian Securities Course or 1 year to complete CSC
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. 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.