TD
10,000+ employees
Founded 1855
🏦 Banking
💸 Finance
💰 Grant on 2023-10
Banking • Finance • Insurance
TD is one of North America's biggest banks offering a wide range of banking services including personal and business banking, insurance, wealth management, and securities. TD is committed to sustainability, diversity, equity, and inclusion, ensuring a supportive and inclusive workplace where employees are empowered to grow. The bank provides various roles and career opportunities across different regions with a focus on community impact and professional development. TD's culture is defined by care and respect, aimed at benefiting their business performance, customers, and communities.
Client Service Associate
🔥 15 hours ago
🗣️🇫🇷 French Required
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TD
10,000+ employees
Founded 1855
🏦 Banking
💸 Finance
💰 Grant on 2023-10
Banking • Finance • Insurance
TD is one of North America's biggest banks offering a wide range of banking services including personal and business banking, insurance, wealth management, and securities. TD is committed to sustainability, diversity, equity, and inclusion, ensuring a supportive and inclusive workplace where employees are empowered to grow. The bank provides various roles and career opportunities across different regions with a focus on community impact and professional development. TD's culture is defined by care and respect, aimed at benefiting their business performance, customers, and communities.
📋 Description
• Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments • 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 • Accept/create leads and ensure correct referral coding administration • Submit marketing pieces for approval • Familiarize and adhere to compliance requirements • Provide a high level of client service responding to inquiries • Deliver the 'gold standard' client experience at every interaction • Use insights to continually improve individual and team performance for clients
🎯 Requirements
• Undergraduate degree or community college diploma preferred • Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO) • Bilingual French/English is an asset.
🏖️ Benefits
• Health and well-being benefits • Savings and retirement programs • Paid time off • Banking benefits and discounts • Career development opportunities • Reward and recognition programs
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