TD
TD
TD — жеке және бизнес-банкинг, сақтандыру, әл-ауқатты басқару және бағалы қағаздар қызметтері арқылы жеке тұлғаларға, бизнеске және институционалдық клиенттерге қызмет көрсететін Солтүстік Америкадағы ірі банктердің бірі. Оның кең ауқымды операциялық моделі банк ісі мен қаржы салаларында әртүрлі өңірлер мен мамандану бағыттарын қамтитын мансап мүмкіндіктерін ұсынады. TD тұрақты даму, әртүрлілік, теңдік, инклюзия және қоғамға әсер ету қағидаттарына да мән беріп, қамқорлыққа, құрметке және қызметкерлердің дамуына негізделген жұмыс мәдениетін қалыптастырады.

TD Wealth Client Service Associate (Toronto, Onsite)

Support TD Wealth Financial Planners and clients with investment transactions, account administration, and day-to-day service. Help maintain compliant operations and strong client relationships across Toronto and Calgary teams.

Сипаттама

  • Handle inquiries from Financial Planners and clients, delivering prompt and practical resolutions
  • Prepare, submit, and track new-account, transfer, and related documentation
  • Research and address issues raised by Financial Planners and clients
  • Support account openings, transfers, cash movements, iForms, and other administrative or transactional requests
  • Develop effective working relationships with Financial Planners, clients, and operations partners
  • Assist Financial Planners with daily business needs and client service delivery
  • Oversee transactions, account maintenance, operational activities, and escalated matters
  • Reach out to clients to arrange appointments, discuss seasonal opportunities, and review statements
  • Support sales efforts by identifying opportunities for net asset growth and additional revenue
  • Track workflow, quality assurance, validation, service levels, and productivity objectives
  • Follow risk management and compliance requirements while maintaining procedures and process documentation
  • Address escalations and suggest improvements to operational processes
  • Contribute to team initiatives, knowledge sharing, cross-training, and ongoing professional development
  • Deliver training, coaching, and guidance when appropriate

Талаптар

  • University or college diploma, or at least two years of relevant industry experience
  • Canadian Securities Course (CSC) certification
  • Completion of the Conduct & Practices Handbook (CPH) within the first 90 days
  • Completion of Wealth Management Essentials (WME) within 18 months
  • Specialized knowledge spanning multiple products, processes, or systems
  • Advanced understanding of business-unit operations and applicable regulatory requirements
  • Strong written and verbal communication abilities
  • Knowledge of TDGB and IIROC codes of conduct, securities legislation, and related regulations

Артықшылықтар

  • Base salary
  • Health and wellness benefits
  • Savings and retirement programs
  • Paid time off
  • Banking products, benefits, and discounts
  • Career development opportunities
  • Reward and recognition programs
  • Ongoing development discussions, training, and mentoring
  • Access to an online learning platform
  • Training and onboarding sessions
  • Accessibility accommodations available during the interview process

Ұқсас жұмыс орындары

Yudrio, Inc.

Senior Salesforce Technical Architect

Yudrio, Inc.

Lead secure Service Cloud and Experience Cloud architecture for Yudrio’s federal Salesforce implementation. Guide integrations, platform governance, releases, and Agile delivery.

Ашу
EBARA Precision Machinery Europe (EPME)

Field Service Engineer, Semiconductor Equipment

EBARA Precision Machinery Europe (EPME)
201 – 500 Қызметкерлер
КонсалтингЛогистикаӨндіріс

Install, troubleshoot, and maintain semiconductor equipment for EBARA Precision Machinery Europe, providing on-site customer support across international sites.

Ашу
SPERTON - Where Great People Meet

Smart Home Automation Business Development Executive

SPERTON - Where Great People Meet
51 – 200 Қызметкерлер

Drive sales of Smartwitz Marketing Solutions’ smart home automation products in Navi Mumbai. Manage client relationships, demonstrations, proposals, and opportunities through installation.

Ашу
Personalberatung Pillong

Senior International Sales Manager, PV Mounting Systems

Personalberatung Pillong

Lead international customer acquisition and key accounts for a global industrial group’s photovoltaic mounting systems. Develop solar project markets and partnerships worldwide.

Ашу
Inkster GmbH

Marketing Manager, Hybrid in Hamburg

Inkster GmbH

Lead campaign creative development, social media content, and performance analysis at Inkster, a European provider of temporary fruit-based tattoos. Test and optimize marketing creatives using campaign insights and market trends.

Ашу
Salonkee

Sales Representative – Salon Software, Braunschweig

Salonkee
51 – 200 Қызметкерлер
SaaSМаркетплейсСұлулық

Help Salonkee grow its salon software business in Braunschweig through prospecting, product demonstrations and managing sales from first contact to close.

Ашу
Salonkee

Salonkee Sales Representative (Career Changer) – Hannover

Salonkee
51 – 200 Қызметкерлер
SaaSМаркетплейсСұлулық

Grow Salonkee’s salon software business in Hannover by building relationships with salon owners and guiding them through product demonstrations. Manage the sales process from prospecting to close while planning your week independently.

Ашу
Red Hat

Consulting Cloud Architect, OpenShift

Red Hat

Design and deliver Red Hat OpenShift, Kubernetes, and hybrid cloud solutions for enterprise customers. Lead customer engagements focused on infrastructure, automation, and application delivery.

Ашу