Description
:TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice,solutionsand service to clients.
TD Private Investment Adviceoffers clients the chance to createone-on-one relationship with a dedicated and professional Investment Advisor, whilemaintainingactive participation in decisionsregardingtheir investment portfolio.
It'sa very specialand supportive place to begin – and grow – a lasting,progressiveand rewarding career in wealth.
Are you admired for your attention to detail, exactingstandardsand willingness to help others deliveran outstandingcustomer experience to our high value clients? If so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management as well as planning support to Investment Advisors (IAs) to enablethemto deliverexceptional customer service to our clients.
In addition, you will:
Provide functional specialized business services, advisory and process/program support
Assist IA in building integrated and customized solutions based on clients' unusual needs
Build relationships with existing clients, IA Bank branches and other Bank referral sources
Demonstrate financial planningexpertiseto support IA and produce high quality plans that exceed client expectations and improve client retention and loyalty
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 continuous improvement
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 team environment
Job Requirements:
Undergraduate degree or community college diploma preferred
Successful candidates willbe requiredto be licensed asa Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Strong communicationskills with the ability to build relationships and work collaboratively, confidentially, and independently
Knowledge of wealth management and/or operations is an asset
Knowledge of investment products is an asset
Desirable:
Personal Financial Planner (PFP) or Certified Financial Planner (CFP)
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 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…
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