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.
