About This Opportunity: Conseiller ou conseillère en placement assoc. (Bridgewater)
TD is currently seeking a Conseiller ou conseillère en placement assoc. (Bridgewater) to join their team in Bridgewater.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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$0,00 CAD Ce poste est admissible à des revenus de commission ainsi qu’un salaire de base en fonction du salaire minimum local. La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD.
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Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.
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Description Du Poste TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance to create one
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developed and documented Investment and Wealth Planning process.
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Solve moderately complex problems, exercise judgment and work within broad guidelines to independently perform tasks from end to end, acting as a point of escalation as required.
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Oversee projects or work streams within broader projects and provide mentorship.
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Refer clients and may collaborate and partner professionally with other TD areas (e.g. TD Canada Trust, TD Commercial Bank, TD Securities)
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Direct support staff in the professional and personable delivery of client service
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Assist in the achievement of business goals by dedicatedly attracting, acquiring and retaining customers and referrals.
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Maintain a culture of risk management, adhere to internal policies and procedures.
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Monitor service quality and productivity; implement continuous improvement.
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Keep current on emerging trends and keep others informed and up to date on work status, progress.
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Participate fully as a team member, support a positive skilled team environment, and willingly assist, coach and guide others in the completion and performance of work activities.
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Job Requirements Undergraduate
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Degree or Community College Diploma with over 3 years of experience in working directly with, or in support of, the wealth management needs of clients preferred.
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Licensed with Canadian Investment Regulatory Organization of Canada (CIRO) as a Registered Representative (RR) and maintain license in good standing.
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Required to complete Wealth Management Essentials (WME) within 18 months of start date.
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Insurance licensed (LLQP) or willingness to do so within 1 year
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Optional: Certified International Wealth Manager (CIWM) designation, Certified Financial Accountant (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP)
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Robust conceptual and practical knowledge within an area of expertise and in broader areas
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Strong communication skills with ability to build relationships and work confidentially, independently as well as in a team.
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join TD?TD offers a supportive work environment in Bridgewater, where employees can grow and develop their skills. This Conseiller ou conseillère en placement assoc. (Bridgewater) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
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