Client Relationship Associate

2 months ago

Toronto, Canada TD Bank Full time

**Work Location**:
Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.**

**TD Private Investment Advice **offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin - and grow - a lasting, progressive and rewarding career in wealth.**

**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 planning expertise to 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, consistent and 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 as required**:

- **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**:

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

- **Requirement of the role that you become licensed with Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative (RR)**:

- **Desirable: Undergraduate Degree or Community College Diploma**:

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

- **Strong communication skills with ability to work confidentially, independently as well as in a team**

**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. **Learn more**

**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 at home.**

**Colleague Development**
**If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we’re committed to helping you identify opportuniti

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