Client Services Representative - TD Asset Management

TD Bank; Montreal (administrative region); Sur place; CAD 53 000 - 74 000; Plein temps

Résumé du poste

TD Bank in Montréal, QC is seeking a client services role within TD Wealth. You’ll support TD Asset Management clients, handling inbound and outbound inquiries with a focus on accuracy and service quality.

The team values financial market knowledge and strong communication in both English and French. Responsibilities include issue resolution, collaboration with advisors, and maintaining adherence to compliance standards.

Qualifications

• Mutual funds experience preferred.
• CSC/FIC Canadian Investment Funds Course.
• 1-2 years client service or industry experience preferred.
• Familiarity with MS Word, Excel and Windows-based PC applications.
• Post-secondary education required; university degree considered an asset.

Responsabilités

• Maintain a consistent and superior client experience.
• Respond to inbound calls and emails to achieve mutual solutions while following policies.
• Initiate outbound calls to advisors when requests are not in good order.
• Investigate, research, and resolve account issues with thorough follow-up.
• Identify opportunities for the sales team through client referrals.
• Promote methods to improve quality service delivery.
• Contribute to qualitative & quantitative measurements of success.
• Demonstrate superior interpersonal and communication skills.
• Maintain strong financial market knowledge.
• Adhere to audit and compliance guidelines.

Connaissances

Mutual funds knowledge

Bilingual English/French

Excellent communication

Analytical thinking

Problem solving

Teamwork

Formation

Post-secondary education

University degree considered an asset

CSC/FIC Canadian Investment Funds Course

Outils

MS Word

Excel

Windows applications

Description du poste

Work Location

Montréal, Quebec, Canada

Hours

37.5

Line of Business

TD Wealth

Pay Details

52 700 $/$52,700 - 74 400 $/$74,400 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 2026, TDAM and its affiliates manage over $548 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada's largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

The Client Services Call Centre within TDAM Retail Distribution acts as a contact liaison between external Advisors/Dealers and TD Wealth Operations departments. The mandate of the team is to own, regulate and resolve operational issues and inquiries from external Advisors/Dealers; the focus of the team is to provide exceptional service to our clients. Management's behalf and acting as a subject matter expert.

Major Responsibilities

• Maintain a consistent and superior client experience.
• Respond to and service inbound calls and emails initiated by our clients to achieve mutually satisfactory solution while complying with policies, practices and procedures.
• Initiate outbound calls to advisors that require clarification when requests are not in good order.
• Investigate, research, and resolve account issues with thorough follow-up as the situation requires.
• Identify opportunities for the sales team through client referrals and Sentiment.
• Continuously promote methods to improve quality service delivery.
• Contribute to qualitative & quantitative measurements of success.
• Superior interpersonal and communication skills.
• Strong financial market knowledge.
• Consistent adherence to established audit and compliance guidelines.

Accreditation/Skills

• Expert knowledge of mutual funds.
• CSC/FIC Canadian Investment Funds Course.
• Minimum 1-2 years client service and/or industry related experience preferred.
• Familiarity with MS Word, Excel and other Windows based PC applications.
• Post-secondary education required; University degree considered an Asset.

Qualifications/Competencies

• Mutual Funds experience preferred.
• Exceptional oral and written communication skills.
• Bilingual in English and French.
• Detail oriented.
• Comfortable in a multi-task environment, managing multiple competing priorities.
• Superior listening skills.
• Strong analytical and problem-solving skills.
• Demonstrates confidence in decision making ability.
• Ability to work both independently and within a team environment.
• Willing to participate in and contribute to coaching and team activities.

Hours of Operation

8:00 a.m. - 8:00 p.m. (Eastern Time) Monday to Friday (flexible shifts).

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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 benef