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TD Wealth Private Investment Advice is looking for you to be part of our innovative team. You would add value to our growing business by maintaining and enhancing client relationships. You are our ideal candidate if you are a go-getter and self-starter. You must like numbers, enjoy working with a variety of personalities, and be able to think outside of the box. If you also exhibit creativity and have no problem sharing your best ideas and opinions, this position is for you. A high level of emotional intelligence is crucial to your success in this industry. This candidate is also passionate about further growing and developing their career with TD.
The Details:
Build rapport with high net worth clients
Provide accurate, organized administrative and client service support
Prepare for and potentially participate in client meetings
Ensure effective and timely resolutions to client enquiries
Communicate with various 3rd parties: Accountants, Lawyers, Financial Planners, etc.
Participate in the planning and development of new processes and marketing strategies
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
Specific Skills
- Act as spokesperson for an organization
- Develop, implement and evaluate communication strategies and programs
- Co-ordinate special publicity events and promotions
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
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