Investment Specialist - Surrey, BC


View: 154

Update day: 14-02-2024

Location: Surrey British Columbia

Category: Sales

Industry: Banking Insurance Financial Services

Job type: Full-time

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Job content

TD Description

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Department Overview
At TD Canada Trust, our reputation as a global banking leader comes from the trust and loyalty we earn from serving our more than 11 million customers nationally. As a trusted Investment Specialist, we’ll ensure you always have the opportunity to reach your potential and uphold this trust.
Are you looking for an exciting career opportunity in financial advice & business development with one of the strongest financial institutions in Canada?
TD is growing their Investment Specialistteam and seeking proven sales professionals with financial advice experience to join our dynamic team!
  • Do you thrive in providing customers with professional financial guidance and advice?
  • Are you known for your strong capabilities to develop customer relationships?
  • Are you proactive and passionate about developing your customer base?
  • Do you have a proven sales track record?

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 <$250K in investable assets
  • 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.


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
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Deadline: 30-03-2024

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