Bilingual Wealth Operations Concierge (French Required)

The Toronto-Dominion Bank (Canada); Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Toronto is seeking an organized professional who is bilingual in French to assist PWM Advisors with client engagement activities. This role involves supporting the preparation of client proposals and maintaining client databases. Ideal candidates will have an undergraduate degree, professional services experience, and a background in financial planning is an asset. Competitive rewards and opportunities for growth are offered.

Benefits

Comprehensive health benefits

Career development opportunities

Flexible working conditions

Qualifications

• Bilingual French required.
• Experience in professional services is advantageous.
• Undergraduate degree required; CFP designation is a plus.

Responsibilities

• Coordinate with PWM Advisors in client engagement.
• Assist field team with client proposals and materials.
• Manage and maintain accurate client database.

Skills

Bilingual French

Professional services experience

Organizational skills

Discretion in confidentiality

Education

Undergraduate degree

Certified financial planning designation (CFP, Pl. Fin)

Job description

A leading financial institution in Toronto is seeking an organized professional who is bilingual in French to assist PWM Advisors with client engagement activities. This role involves supporting the preparation of client proposals and maintaining client databases. Ideal candidates will have an undergraduate degree, professional services experience, and a background in financial planning is an asset. Competitive rewards and opportunities for growth are offered.