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TD

WAS (Wealth Advisory Services) Associate

TD
Location
Montreal, QC
Details
Full Time
11 hours ago
Company Overview

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Department Overview

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.

Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax, philanthropic, not-for-profit, business succession and estate planning. Our team of specialists works with other TD advisors and partners to integrate these strategies into overarching wealth management plans that make valuable contributions and help clients achieve their goals. Join us, if you are ready to gain a rewarding career and a diverse and dynamic place to work.

Job Description

Are you a self-starter who excels at customer service, organization and administration? If so, then get onboard for the position of Wealth Advisory Services (WAS) Associate. In this role, you will provide dedicated administrative and technical support to the wealth advisory services field planning team to facilitate, track and follow up on high-net-worth client engagement. In addition, you will:
  • Liaise with Private Wealth Management Advisors to assist with client engagement preparation including pre-meeting protocol, meeting agenda, data gathering and more
  • Coordinate team meetings, presentations and events
  • Assist the dynamic WAS field team with the initiation of the plan and inputting salient data received from the Advisor
  • Maintain an accurate and current database of relevant client information and opportunities for WAS and Wealth leadership to engage in community promotion
  • Exercise discernment, integrity and confidentiality in all work such as assisting the field team in the preparation of proposals, client correspondence, presentations and other material for clients, prospective clients and partner meetings
  • Ensure documentation is accurate and properly reflects the client and business intentions while being consistent and aligned with relevant rules and regulations
  • Ensure necessary due diligence and assume responsibility to minimize risk by following with Bank and industry codes of conduct
  • Build a culture of risk management and control, supported by effective processes
  • Stay ahead of emerging issues, trends and evolving regulatory requirements and their affects
  • Participate fully as a member of the team, support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank, quality, innovation and collaboration


Requirements
  • Undergraduate degree with demonstrated experience in professional services
  • Professional Financial Planner (PFP) or related designation is an asset
  • Specialized skills and expertise in a range of products, services, concepts and processes
  • Diplomacy to exchange ideas and client information in a concise and logical way


Hours
37.5

Inclusiveness

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.
Category
Management and Executive