Job Description

TD Description
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Department Overview
This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the PCSA will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results, profitability and partner referrals.

CUSTOMER

• Provide exceptional client service at every customer interaction
• Produce reports and compose correspondence as required
• Execute on client products and services with the utmost in accuracy
• Verify and correct any errors or omissions with transactions in a timely manner
• Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary
• Assemble required documentation as requested in preparation for client meetings

SHAREHOLDER

• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
• Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth
• Support the timely and accurate completion of business processes and procedures
• Protect the interests of the organization \xe2\x80\x93 identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
• Identify, suggest and actively participate in process improvement opportunities
• Ensure necessary due diligence to support the accuracy of all customer transactions / activities
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
• Participate in personal performance management and development activities, including cross training within own team
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce

Act as a brand champion for your business area/function and the bank, both internally and/or externally
Job Requirements

• A self-starter that works with minimal supervision
• Demonstrated experience in Private Banking and experience in dealing with affluent clients is required
• Acts as a sales process/product expert to customers and/or internal partners
• Identifies complex problems and formulates the most appropriate solution
• Uses insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
• Has direct impact on the quality of the duties performed, or services provided, to the sales team and the unit supported
• Implements sales and customer service procedures and approaches to complete work
• Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions

EXPERIENCE & EDUCATION

• Undergraduate Degree

Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.
Inclusiveness
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.
Job Family
Private Banking
Job Category - Primary
Wealth Management
Job Category(s)
Administrative / Clerical / Support, Wealth Management
Hours
37.5
Business Line
TD Wealth
Time Type
Full Time
Employment Type
Regular
Country
Canada
**Province/State (Primary)
Alberta
City (Primary)
Calgary
Work Location
421 7th Avenue Southwest
Job Expires
03-Mar-2023