Work Location:

North Vancouver, British Columbia, Canada

Hours:

37.5

Line of Business:

Sales & Customer Distribution Support

Pay Details:

$65,600 - $98,400 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:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of June 30, 2024, TDAM and its affiliates manage over $434 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

TDAM's Advisor Distribution team offers a range of mutual funds and managed portfolios through a national sales and service team of over 100 people. The sales team is responsible for selling TD Mutual Funds through advisors (Brokers and Planners), contributing to TD MF assets of over $100 Billion. TDAM in total manages over $400 Billion in AUM, making it one of the largest asset managers in Canada.

Job Description :

Are you passionate about helping Canadian feel more confident about achieving their financial goals?  Have you been an advisor, coach, support team member with a focus towards investments? Are you looking to influence others and help to grow knowledge and abilities across an entire region?  The TDAM Retail Support Specialist (RSS) may be the opportunity you have been looking for.  Each RSS will provide support across their targeted region supporting  Mutual Fund Representatives (Branch Banking, Retail Investment Specialists and North American Contact Centre).  The role combines access to TD Asset Management with the opportunity to make a real difference in both investing advice conversations and customer outcomes. 
 
Overview of responsibilities:
•    The TDAM Retail Support Specialist  team will provide customized support to our TDCT Mutual Fund Representatives and leaders.  
•    You may currently be an experienced advisor, coach, leader or a proud member of the One TD community providing services in the investing pillar. As a proven business developer, you can help others to understand key investing concepts, provide training and education, and maintain a goal of consolidating assets.  As an influencer in your community, building relationships comes naturally for you. 
•    You are a dynamic and dedicated professional who will help your peers and customers build their financial confidence leveraging TD Asset Management solutions.  Above all else, your responsibility is to deliver an extraordinary customer experience – by fostering a relationship of advice, trust, and confidence partners you support.
Specific responsibilities of the role include:
•    Delivery of annual Confident Advice Sessions, leading classroom sessions virtually and in person.
•    Providing ongoing content delivery, facilitation, education towards investment  market, tools, and investment products to TDCT Mutual Fund Representatives ((Branch Banking, Retail Investment Specialists and North American Contact Centre) and leaders. .
•    Understand the required policies, business key performance indicators,  and adapt to the needs of your audience. 
•    In addition, this position is responsible for the completion of special projects that contribute to the further enhancement of the TDAM Retail Sales Support capabilities.

Job Requirements :

•    Possess excellent communication skills, both written and oral, with strong presentation skills.
•    The successful candidate does not need active investment licensing, but should have experience in the field, proven investment knowledge, and a desire to acquire future accreditation.
•    While the majority of activities will be virtually delivered, there will at times be needs for travel, in class deliveries and training sessions; capacity for travel may be required.
•    Contribute to the achievement of TD LEI goals by modelling LEI attributes and behaviors while strengthening customer loyalty
•    Communicate in a clear and understandable manner, keeping pace with the audience, speaking clearly, verifying audience understanding and agreement as appropriate
•    Exhibit strong attention to detail along with exceptional time management and organizational skills
•    Be a high energy, results oriented individual with a commitment to providing a legendary level of service.
•    Communicate proactively any potential service, knowledge, or operational gaps.
•    Be highly motivated individual with the ability to inspire peers to greater results
•    Have a keen interest in the knowledge of Canadian investment management industry, and desire to learn more.
•    Possess relationship building and influence skills, and be willing to deliver content to new, developing, senior and leadership levels.

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