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Customer Service Representative - TD Asset Management

Montreal, QC
Full Time
7 days ago
Company Overview

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Department Overview
TD Asset Management (TDAM), a member of TD Bank Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative and passive portfolio management. As of March 31, 2022, TDAM and its affiliates manage over $434 billion in assets on behalf of pension, insurance, endowment/foundation and corporate clients, as well as high-net worth clients and retail mutual funds.

TDAM's Advisor Distribution team offers a range of mutual funds and managed portfolios through a national sales and service team of over 100 people. The sales team is responsible for selling TD Mutual Funds through external advisors (Brokers and Planners), contributing to TD MF assets of over $160 Billion. TDAM in total manages over $260 Billion in AUM, making it one of the largest asset managers in Canada.

Job Description
Client Services is a call Centre that offers support to external Investment Advisors, Financial Planners and Insurance Agents who sell TD Mutual Funds and supports existing TD Guaranteed Investment Funds products. Our team endeavors to exceed Advisors' expectations in all areas from product information to problem resolution and works very closely with the National Sales team composed of a dedicated team of professionals, including Regional Vice Presidents, Business Development Managers and Business Development Associates.
Major Responsibilities:
  • Maintain a consistent and superior client experience
  • Respond to and service inbound calls and emails initiated by our clients to achieve mutually satisfactory solution while complying with policies, practices and procedures
  • Initiate outbound calls to advisors that require clarification when requests are not in good order
  • Investigate, research and resolve account issues with thorough follow-up as the situation requires
  • Identify opportunities for the sales team through client referrals and sentiment
  • Continuously promote methods to improve quality service delivery
  • Contribute to qualitative & quantitative measurements of success
  • Superior interpersonal and communication skills
  • Strong financial market knowledge
  • Consistent adherence to established audit and compliance guidelines


  • Expert knowledge of mutual funds
  • CSC/IFIC Canadian Investment Funds Course (required within 180 days of hire)
  • Minimum 1 - 2 years client service and/or industry related experience preferred
  • Familiarity with MS Word, Excel and other Windows based PC applications
  • Post-secondary education required, University degree considered an asset

  • French/English proficiency is mandatory for this role
  • Mutual Funds experience preferred
  • Exceptional oral and written communication skills
  • Detail oriented
  • Comfortable in a multi-task environment, managing multiple competing priorities
  • Superior listening skills
  • Strong analytical and problem-solving skills
  • Demonstrates confidence in decision making ability
  • Ability to work both independently and within a team environment
  • Willing to participate in and contribute to coaching and team activities

Additional Information
  • Hours of Operation: 8:00 a.m. - 8:00 p.m. Monday to Friday (flexible shifts)



At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Management and Executive