Bilingual (French/English) Client Service Associate

Work Location:
Toronto, Ontario, Canada

Hours:
37.5

Line of Business:
TD Wealth

Pay Details:
$52,700 - $74,400 CAD

This role is eligible for commission based earnings plus base pay earnings based on local minimum wage.

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:

Can you provide dedicated process support, legendary client experience and centralized support to Financial Planners? If yes, then apply for Client Service Associate role. In this role, you will execute routine requests and provide reporting and operational analytics as input for leadership meetings.

In addition, you will:

• Respond to client inquiries promptly and accurately; proactively providing options and solutions.
• Assist clients with trade redemption requests acting as an extension of the Financial Planner's business.
• Provide wealth operations and phone support to financial planners and their dedicated CSA's all over Canada.
• Serve as the primary point of contact for all request, inquires, investigations, and escalations related to the strategic managed portfolios (SMP) program.
• Act as a key resource for providing deep technical subject matter expertise, analysis and operational process support as well as bringing in appropriate partners on key initiatives.
• Assist in the execution and settlement of trade transactions, including equities, mutual funds, GICs, ETFs, bonds, and other financial instruments.
• Work with Team Managers with complex client escalations through working with multiple partners for a client resolution.
• Execute corrections and adjustments to trade transactions, ensuring accurate and timely updates to trade records and accounts.
• Prepare and review reports on trade corrections, including summary reports and detailed documentation of correction activities.
• Design, generate, and maintain regular and custom reports as required by various departments.
• Provide ongoing trade support by leading training sessions for newly licensed CSAs.
• Lead work streams by acting as a project lead on a range of projects and initiatives in accordance with project management methodologies.
• Verify that all necessary legal documents for estate liquidation have been obtained and execute the liquidation of estate accounts.
• Conduct a review of FP exceptions requests on the product shelf policy issued by National Office to determine eligibility based on criteria, product suitability and the business case rationale for financial planning accounts.
• Identify, document, investigate processes arising from transactions beyond 1st level operations service delivery and resolve raised matters and refer complex issues beyond own level of expertise.
• Participate in the identification, development, and implementation of continuous improvement opportunities within TD Wealth.
• Be knowledgeable of practices and procedures within own area of responsibility and keep tabs on emerging trends.

• Maintain a culture of risk management and control, supported by effective processes in alignment with compliance.
• Participate fully as a member of the team, support a positive work environment, and ensure timely communication of issues.

Qualifications:

• Bachelor's degree or College Diploma preferred.
• Valid Canadian Security Course
• Bilingual French/English a must
• Ability to work in a fast-paced environment.
• Strong customer service skills
• Strong administrative skills, including proficiency in MS Office suite

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 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 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 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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

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):
Sans Objet