Was (Wealth Advisory Services) Associate - Vancouver, Canada - TD Bank

TD Bank

Verified Company

Vancouver, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

WAS (Wealth Advisory Services) Associate:

BR

Job Category - Primary

Wealth Management

Work Location

Pacific Centre 700 West Georgia Street Corporate

Employment Type

Regular

City

Vancouver

Time Type

Full Time

Province/State

British Columbia

Hours

37.5

Workplace Model

Hybrid

Pay Details

Department Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Wealth Advisory Services delivers strategies for high-net-worth clients in the areas of tax, philanthropic, not-for-profit, business succession and estate planning. Our team of specialists works with other TD advisors and partners to integrate these strategies into overarching wealth management plans that make valuable contributions and help clients achieve their goals. Join us, if you are ready to gain a rewarding career and a diverse and dynamic place to work.

Job Details

Are you a self-starter who excels at customer service, organization and administration? If so, then get onboard for the position of
Wealth Advisory Services (WAS) Associate.

In this role, you will provide dedicated administrative and technical support to the wealth advisory services field planning team to facilitate, track and follow up on high-net-worth client engagement.

In addition, you will:

Liaise with Private Wealth Management Advisors to assist with client engagement preparation including premeeting protocol, meeting agenda, data gathering and more
Coordinate team meetings, presentations and events
Assist the dynamic WAS field team with the initiation of the plan and inputting salient data received from the Advisor
Maintain an accurate and current database of relevant client information and opportunities for WAS and Wealth leadership to engage in community promotion
Exercise discernment, integrity and confidentiality in all work such as assisting the field team in the preparation of proposals, client correspondence, presentations and other material for clients, prospective clients and partner meetings
Ensure documentation is accurate and properly reflects the client and business intentions while being consistent and aligned with relevant rules and regulations
Ensure necessary due diligence and assume responsibility to minimize risk by following with Bank and industry codes of conduct
Build a culture of risk management and control, supported by effective processes
Stay ahead of emerging issues, trends and evolving regulatory requirements and their affects
Participate fully as a member of the team, support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank, quality, innovation and collaboration

Job Requirements

Undergraduate degree with demonstrated experience in professional services
Professional Financial Planner (PFP) or related designation is an asset
Specialized skills and expertise in a range of products, services, concepts and processes
Diplomacy to exchange ideas and client information in a concise and logical way

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth.

Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.

Our Total Rewards Package

Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition pr