Business Operations Support Representative III

Work Location:

Hours:

Line of Business:

Pay Details:

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:

*Preferred Candidate Identified*

TD Wealth Private Investment Advice is a full-service brokerage ideal for investors who are looking for professional, custom-tailored wealth planning and investment solutions, while maintaining participation in the decision-making process regarding their financial affairs. We work one-on-one with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client's financial success over the long-term.

Job Description

The Business Operations Support Representative will provide quality, efficient and specialized administrative support on multiple and diverse assignments. This position will provide dedicated administrative support to an Investment Advisor(s) (IA) and their team. This may include but is not limited to:

• Provide exceptional customer service at every interaction.
• Communicate with clients via phone, in-person and e-mail where required
• Provide administrative support through account opening documents, transfers, cheque issuance, deposits, client reporting, tax packages etc.
• Support in maintaining client files; filing, scanning documents, updating client database, etc.
• Handle and prepare incoming/outgoing courier and mail.
• Schedule and prepare for client meetings, ie. client meeting room preparation, catering as required, greeting clients.
• Be able to multi-task and perform additional duties as required.
• Provide consistent and accurate administrative support to IA team
• Be familiar and adhere to compliance requirements as outlined in the policies and procedures. This includes all aspects of new and existing account documentation and marketing materials.
• Be proactive in the role to improve team efficiency and organization
• Demonstrate knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements and the TD Codes of Conduct & Ethics
• Participate fully as a member of the team and contribute to a positive work environment.

Job Requirements

• Possess excellent communication and organizational skills; consistently delivering a high level of client service.
• Detail oriented and highly accurate; ability to work in a fast-paced, dynamic environment.
• Able to work well in a team environment and be a self-starter with the ability to work with minimal supervision.
• The candidate will use considerable initiative to provide a high level of organization for the team.
• Demonstrated discretion and independent judgment when dealing with highly sensitive matters.
• Proficient with firm software and MS Office Suite.

Education/Accreditations

Undergraduate Degree or Community College Diploma preferred.

Canadian Investment Regulatory Exam (CIRE) or other industry related courses would be an asset

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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):