Investment Specialist - Surrey, BC
TD
Surrey, British Columbia, Canada
4d ago

Job Description

The Investment Specialist position offers a unique opportunity for you to achieve your professional goals while being flexible to meet customers at their preferred times.

  • The Investment Specialist impact is in delivering an extraordinary client experience by fostering a relationship of advice, trust, and confidence with existing TD clients.
  • The primary goal will be to consolidate assets held outside of TD through key prospecting activities leveraging lead generation, phone outreach and customer referrals
  • Employ excellence in business development practices, with emphasis on pipeline success.
  • Create personalized client investment strategies, leveraging internal tools that will support your investment recommendations, and engage in opening new investing accounts, and initiate transfers of assets from other financial institutions.
  • As a natural relationship builder, you will identify referral opportunities to other TD lines of business, including Retail and Wealth partners.
  • This position sets you up for success by offering :

  • Comprehensive training is provided to set you up for success and ensure you smoothly integrate within TD's employee focused corporate culture and your new team.
  • A competitive commission package which rewards you for supporting more customers while also providing comprehensive benefits
  • Exceptional training and activity management programs to support your efforts.
  • The ability for business development using TD’s #1 rated brand in Canada
  • The opportunity to develop your career within a successful and thriving multi-national corporation.
  • Job Requirements

  • Mutual funds license (IFIC or CSC equivalent) required
  • A highly motivated individual, who is a self-starter with quality sales skills
  • An independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market
  • Excellent interpersonal, communication, customer service, networking, and relationship management skills
  • Provide exceptional money-in advice at every customer interaction
  • Prospect, identify and onboard new TD Investment customers by using effective sales techniques, discovery, goals planning tools and resources
  • Deepen investment relationships with TD customers by offering investment advice and consolidating OFI assets
  • Communicate in a clear and understandable manner, keeping pace with the customer, speaking clearly, verifying customer understanding and agreement as appropriate
  • Ability to guide customers through the planning process and provide suitable recommendations to clients with
  • Ensure proper handling of any issues / complaints using the TD Customer Problem Resolution process
  • Demonstrate operational excellence through adherence to all TD compliance functions
  • Additional Information

    Multiple opportunities available - final branch pairing to be determined at a later date.

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