PIA Client Relationship Associate

Location: Waterloo

Description

:

Are you admired for your attention to detail, exactingstandardsand willingness to help others deliver an outstanding customer experience to our high value clients? If so, then apply for the position of
PIA Client Relationship Associate this role, you will provide business and relationship management as well as planning support to Investment Advisors (IAs) enablingthemtodeliverexceptional customer service to our clients.

In addition, you will:

Provide functional specialized business services, advisory and process/programsupport

Assist IA in building integrated and customized solutions based on clients' unusualneeds

Build relationships with existing clients, IA Bank branches and other Bank referralsources

Demonstrate financial planningexpertiseto support IA and produce high quality plans that exceed client expectations and improve client retention andloyalty

Participate in client meetings and the wealth planning process; organize client seminars/events

Match clients to their products and services in a professional,consistentand expedient manner

Maintain a culture of risk management; adhere to internal policies and procedures and protect the interests of the Bank by monitoring and raising transaction activity asrequired

Monitor service quality and productivity; implement continuousimprovement

Keep current on emerging trends and keep others informed and up to date on work status,progress

Participate fully as a team member, support a positive professional teamenvironment

Job Requirements:

Completion of the Canadian Securities Course and Conduct and Practices Handbook

Requirement of the role that you become licensed with Canadian Investment Regulatory Organization(CIRO) as a Registered Representative (RR)

Desirable:
Undergraduate Degree or Community College Diploma

Desirable:
Personal Financial Planner (PFP) or Certified Financial Planner (CFP)

Strong communicationskills with ability to work confidentially, independently as well as in ateam

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support.

We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking.

Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
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.

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 ase 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,…