Wealth Operations Concierge Associate (bilingual French Required)

Wealth Advisor Planner

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $52,700 - $74,400 CAD

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

Bilingual French Required

Key Accountabilities

• Coordination with PWM Advisors in preparation for client engagement (pre-meeting checklist, meeting agenda, data gathering, etc.)
• Assist WAS field team with the initiation of the plan in CCH/ WAS template by inputting as much salient data (received from the Advisor) as possible and through report creation
• Maintain an accurate and current WAS database of relevant client information and opportunities for WAS and Wealth leadership
• Assist the field team in the preparation of proposals, client correspondence, presentations, and other materials for clients, prospects and partner meetings, as required

Shareholder

• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
• Support the timely and accurate completion of business processes and procedures
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
• Identify, suggest and actively participate in process improvement opportunities
• Ensure necessary due diligence to support the accuracy of all client transactions / activities
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

Employee / Team

• Coordination of team meetings, HNW presentations and events
• Support field planners with scanning, central file storage of plans
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Act as a brand champion for your business area/function and the bank, both internally and/or externally

Breadth & Depth

• A self-starter that works with minimal supervision
• Provide a high level of organization for the Planners
• Demonstrated experience in professional services is required
• Requires specialized skills and expertise in a range of products, services, concepts and processes
• Acts as a sales process/ expert to Planners and/or internal partners
• Identifies complex problems and formulates the most appropriate solution
• Uses insights into how the client or Planner integrates with other teams to coordinate efforts and resources to achieve shared objectives
• Has direct impact on the quality of the duties performed, or services provided, to the Planner team and the unit supported
• Implements sales and client service procedures and approaches to complete work
• Requires tact to exchange ideas and client information in a concise and logical way; handling of sensitive client information and resolution of exceptions

Experience & Education

• Undergraduate degree
• Certified financial planning designation an asset (CFP, Pl. Fin, etc.)
• Bilingual French Required