Pia Client Relationship Associate

1 week ago

Toronto, Ontario, Canada TD Bank Full time

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

This role is responsible for providing Business and Relationship Management as well as planning support to one or more Investment Advisors (IA). The CRA will better enable IAs to deliver on PIA strategic priorities though effective practices that focus on business management, client relationships and Investment & Wealth planning (IWP).

CUSTOMER
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Develop relationships with existing clients and external referral sources to build and market share and working with other TD Canada Trust and TD Wealth partners:

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Leverage financial planning expertise to produce high quality plans that exceed the expectations of clients:

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Participate in client meetings and the IWP Process:

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Support a legendary client experience by ensuring clients are matched with the most appropriate Wealth products and services in a consistent and expedient manner:

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Plan regular client seminars/events that align with IA's business strategy:

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Support Investment Advisor in achieving advisor and business goals:

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Act as a secondary contact to the Investment Advisor for client relationships:

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Identify and coordinate client segmentation of the IA's book with the CSA:

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Assist IA in creating integrated and customized solutions based on the client's unique needs:

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Improve client retention and loyalty by contributing to improving the branch CEI/LEI scores:

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Establish and maintain relationships with your IA Bank Branches:

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Identify possible referral opportunities from existing PIA clients to TDCT and other wealth considerations

SHAREHOLDER
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Prioritize and manage own workload to meet SLA requirements for service and productivity:

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Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate:

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Protect the interests of the bank - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary:

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Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite:

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Adhere to internal policies/procedures and applicable regulatory guidelines:

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Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives:

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Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists

EMPLOYEE / TEAM
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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:

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Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit:

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Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques:

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Participate in personal performance management and development activities, including cross training within own team:

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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:

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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
:

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Contribute to a fair, positive and equitable environment that supports a diverse workforce:

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

BREADTH & DEPTH
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Professional role with a focus on providing functional specialized business services, advisory or process / program support for own area of specialty, within defined parameters:

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Requires sound conceptual knowledge in their own field of specialty:

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Typically no supervisory accountability but may provide informal guidance to others:

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Investigates and analyses potential solutions; ensures processes and functional programs are implemented:

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Executes on work with some complexity; generally requiring short to medium-term focus (weekly-monthly):

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Accountable for own work and effective coordination of processes and information across related teams:

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Delivers on assigned initiatives / projects /programs with some direction from management:

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Reports to the Manager of Client Service

EXPERIENCE & EDUCATION
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Undergraduate Degree or Community College Diploma required:

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Completion of the Canadian Securities Course and Conduct and Practices Handbook:

- **Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative (RR) ) requirem

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