Sponsor pentru viza H1B Asigurări Finanțe Servicii bancare

TD este o bancă importantă din America de Nord, care deservește persoane fizice, companii și clienți instituționali prin servicii de banking personal și pentru companii, asigurări, administrarea averii și servicii de valori mobiliare. Modelul său operațional amplu susține oportunități de carieră în domeniul bancar și financiar, cu roluri în regiuni diferite și în diverse arii de expertiză. TD pune, de asemenea, accent pe sustenabilitate, diversitate, echitate, incluziune și impactul asupra comunității, contribuind la o cultură organizațională centrată pe grijă, respect și dezvoltarea angajaților.

Locurile de muncă ale companiei

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.

acum 3 zile

Canada

52.700 $ – 74.400 $ / an

La sediu Normă întreagă Junior Nivel mediu Limbă Obligatorie: engleză Reprezentant Servicii Clienți Servicii pentru clienți

Descriere

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

Cerințe

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

Beneficii

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

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