Job Information
TD Bank PIC Private Client Service Associate in Victoria, British Columbia
Work Location:
Victoria, British Columbia, Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
$51,400 - $72,600 CAD
Job Description:
Job Description
This role is responsible for providing consistent and accurate administrative, analytical and client service support to one or more Portfolio Manager(s).
CUSTOMER
Prepare all documentation and provide updates to the Portfolio Manager in preparation for client meetings
Create reports for analysis of client accounts
Accept/create leads and ensure correct referral coding on TD Leads
Provide a high level of organization for the branch by excelling at administration
May act as a secondary contact for the Portfolio Manager’s relationships
SHAREHOLDER
Prioritize and manage own workload to meet SLA requirements for service and productivity
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area
Support the timely and accurate completion of business processes and procedures
Ensure necessary due diligence to support the accuracy of all customer transactions / activities
Adhere to internal policies/procedures and applicable regulatory guidelines
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
EMPLOYEE / TEAM
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand champion for the business area/function and the bank, both internally and/or externally
BREADTH & DEPTH
First level professional role with focus on performing functional specialized business services or support within fairly well-defined parameters as directed
Time horizon and nature of work is generally short-term focused daily / weekly to monthly
Requires if basic experience and skills and provides standard reporting and /or analysis as directed
Requires basic knowledge of the function and / or the business supported
Focus on developing conceptual knowledge of practices and procedures for own area or function
Understands key business and functional drivers and processes in the context of their own work
Uses existing established methods and procedures to complete assignments and / or solve problems
Generally works within well-defined parameters under the direction of management
Reports to the Manager Client Service
EXPERIENCE AND / OR EDUCATION
Undergraduate degree or community college diploma preferred
2 years of relevant work experience
completion of the Canadian Securities Course (CSC) or other industry related courses considered an asset
Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently
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 (http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td)
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:
N/A.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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