Business Operations Support Representative - Private Investment Advice

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:

Department Overview

TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. Based on a commitment to discovering and achieving what truly matters to each client, PWM leverages a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs.

TD Waterhouse Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs. PIA Investment Advisors will conduct an in-depth review of the client's investment goals, philosophies and risk tolerance, and work with them to develop and document their personalized investment strategy.

Job Description:

The Business Operations Support Lead will provide administration support to the regional Branch Management team. The work will involve a fair degree of discretion and complexity to ensure the smooth, efficient and specialized delivery of administrative details.

Accountabilities:

• Manage efficiently in a multi-tasked environment and ensure deadlines are met
• Efficiently manage and promptly respond to all incoming enquiries and/or requests for information
• Liaise with various departments for execution, where necessary.
• Manage client files with attention to detail and accuracy
• Schedule and organize meetings, including preparation and co-ordination by booking the facility, pre-mail, arranging required equipment, refreshments, etc., as required
• Provide accurate, organized and efficient administrative support; collect and track data, research information, sort and distribute mail, balance and process expense reports, schedule and organize meetings, manage calendars, create and maintain files, and perform other administrative assignments as required
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
• Prioritize and manage own workflow to ensure quality and efficiency (ie. meet deadlines; be flexible in adjusting to changing work priorities)
• Participate fully as a member of the team, being flexible in adjusting to changing work priorities and effectively contributing to a positive work environment
• Be knowledgeable of PIA business and stay abreast of evolutions
• Efficiently manage expectations/concerns through strong communication skills, both verbal and written
• Maintain proficiency with software applications/programs and/or department specific systems as required (ie. MS Office, Word, PowerPoint, Excel, Lotus Notes, etc.)

Job Requirements:

• Undergraduate Degree or Community College Diploma (preferred, but not mandatory)
• 1 to 3 years relevant experience in the financial industry, preferably within Wealth Management
• Working knowledge of Microsoft Office, including Word, Excel as well as Lotus Notes
• Excellent knowledge and proficiency in PowerPoint
• Exceptional organization skills
• Able to work in a fast paced environment
• Proactive and flexible to work in a changing environment
• Excellent written and verbal communication skills

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

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 (Quebec only):
Sans Objet