Associate - Treasury Solutions, TD Securities

TD Securities; Montreal; On-site; CAD 125,000; Full time

Job summary

TD Securities is seeking an Associate for Treasury Solutions in Montreal. This client management-focused role involves supporting cash management for corporate clients while driving revenue growth and managing relationships. Ideal candidates should be bilingual, possess relevant banking experience, and have expertise in treasury management. The position offers salary of CAD 125,000 with opportunities for growth within the organization.

Benefits

Discretionary variable compensation

Career development and training programs

Qualifications

• Two to five years of experience in banking or corporate treasury.
• Expertise in treasury management gained through experience or training.
• Strong communication and planning skills.

Responsibilities

• Manage a portfolio of clients and drive revenue for cash management products.
• Collaborate with team members to originate new clients and manage existing accounts.
• Serve as a technical expert on cash management solutions.

Skills

Bilingualism in English and French

Client relationship management

Analytical skills

Technical expertise in treasury management

Education

Undergraduate degree in business, technology, or related field

Tools

MS Office, especially Excel and PowerPoint

Job description

Associate - Treasury Solutions, TD Securities

Join to apply for the Associate - Treasury Solutions, TD Securities role at TD Securities

Associate - Treasury Solutions, TD Securities

Join to apply for the Associate - Treasury Solutions, TD Securities role at TD Securities

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125 000 $ / $125,000 - 125 000 $ / $125,000 CAD

Work Location :

Hours

37.5

Line Of Business

TD Securities

125 000 $ / $125,000 - 125 000 $ / $125,000 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

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

TDS Treasury Solutions provides treasury management products to Canadian public companies and the subsidiaries of global multinationals. Treasury management consists of the collection, disbursement, liquidity management and the related information technology required to implement this. Treasury Solutions provides the linkages between these large corporate clients and the global payment systems through a variety of technology-based products, supported by high caliber sales and execution personnel. Each client typically receives a bespoke solution which allows their systems to connect with those of TD to facilitate money movement on an automated basis. Treasury Solutions has teams throughout Canada and the US and call on clients around the world.

Role Overview

This is a client management focused role.

We are seeking a recruit with the capability to add value today, with the potential for a long-term career within our team. The Associate will support a portfolio of clients which require day to day servicing including the implementation of cash management services.

As a member of the Treasury Solutions team, you will be a key point of knowledge for client servicing as well as revenue generation from the portfolio of existing clients. Associates are expected to act as trusted advisors on complex cash management solutions and advise the senior relationship managers as well as leadership team on any notable client concerns or issues, or risks facing TD Securities overall.

This position is based in Toronto / Montreal. Progression within the team will require gradually more travel to meet and build relationships with clients. A willingness to relocated is advantageous, but not essential, as we have plans for growth globally.

Job Accountabilities

The Associate is responsible for the following tasks :

• Understand the overall TDS client organization strategy, particularly that of Corporate and Investment banking.
• Direct accountability for driving revenue by increasing the penetration and profitability of cash management products and services on your team's portfolio
• Support to efforts of senior team members to originate new clients.
• Act as a technical expert on cash management products and their execution both internally externally to client.
• Attend client pitches with cash management team members and other TDS' calling officers, and substantively contribute to discussion / sales effort.
• With minimal guidance from more senior members of the Treasury Solutions team, complete RFP's and create pitch decks.
• Work closely with other partners in TD Securities (US and Canada) and TDBG including Investment Banking, Credit Origination, Credit Management, Foreign Exchange, Money Markets and Trade Finance, as well as Business Banking to monetize cash management opportunities.
• Oversee the onboarding and maintenance of cash management clients, including oversite of anti-money laundering compliance for your teams portfolio.
• Manage the implementation of new products and services, including negotiation of legal documents.
• Manage cash management credit facilities, including liaison with credit management and risk management functions.
• Continuously learning about new and current cash management products and managing diverse complex projects which may be client facing or strictly internal.
• Act as a primary point of contact for clients with complex treasury management systems and high-quality service expectations.

Job Requirements

• Fully bilingual in English and French
• Two to five years of relevant industry experience in banking, corporate treasury, or professional services, demonstrating a track record of accomplishment and progression.
• Expertise in treasury management gained through experience or training (i.e., CTP).
• Project management is a plus.
• Life or career accomplishments that demonstrate motivation to achieve results, commitment to excellence and willingness to go above and beyond.
• An interest in technology, particularly FinTech, and a consciousness of its impact on the business.
• Demonstrated ability to work well individually and as part of a team, including the desire to develop oneself as a leader.
• Self-starter with a positive attitude and a good sense of humor.
• Excellent written communication, organization, and planning skills.
• A people person who thrives on social interaction.
• Advanced analytical and data manipulation skills.
• Expert in MS Office, especially Excel and PowerPoint.
• Undergraduate degree with strong academics, preferably in a relevant discipline such as business, engineering, technology, or computer science.

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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)

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Investment Banking

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Associate Treasury • Montreal, Montreal (administrative region), Canada