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About the Role

TD Private Wealth Management offers personalized advice, solutions, and services through a sophisticated and holistic goals discovery approach. TD Private Investment Advice provides clients with a dedicated Investment Advisor (IA) and active participation in investment portfolio decisions, creating a supportive environment for a rewarding career in wealth.

Responsibilities

• Prepare documentation and provide updates to IAs in preparation for client meetings.
• Create reports for analysis of client accounts.
• Communicate with customers to provide mentorship on products and services.
• Identify referral opportunities.
• Accept/create leads and ensure correct referral coding administration.
• Submit marketing pieces for approval.
• Compile client information packages.
• Maintain marketing materials.
• Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.
• Provide a high level of client service by responding to phone, mail, and electronic inquiries based on knowledge of full-service brokerage.
• Deliver the 'gold standard' client experience at every interaction with team members, colleagues, and clients.
• Prioritize and handle own work.
• Consistently exercise discretion.
• Adhere to all policies and procedures.
• Maintain a culture and operation of risk management.
• Use insights to continually improve individual and team performance for clients.
• Participate fully as a team member.
• Continually improve knowledge.
• Keep others informed and up to date about status and progress, issues, or other related activities.

Requirements

• Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).
• Strong communication skills with the ability to build relationships and work collaboratively, confidently, and independently.

Skills

• Attention to detail
• Exacting standards
• Willingness to help others deliver a legendary customer experience
• Client service
• Administrative support
• Communication skills
• Relationship building
• Collaboration
• Confidentiality
• Independence
• Knowledge of wealth management and/or operations is an asset
• Knowledge of investment products is an asset

Location

• Toronto, Ontario, Canada

Work Type

• Full-time

Experience Level

• 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields.

Education Level

• Undergraduate degree or community college diploma preferred.

Salary/Compensations

• $43,300 - $56,700 CAD
• This role is eligible for commission based earnings.

Benefits

• Health and well-being benefits
• Savings and retirement programs
• Paid time off
• Banking benefits and discounts
• Career development
• Reward and recognition programs
• Training and onboarding sessions
• Regular career, development, and performance conversations with your manager
• Access to an online learning platform
• Variety of mentoring programs

About the Company

• 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.

Equal Opportunity

• 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.
• 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.
• 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.