Pia Client Relationship Associate

4 weeks ago

Toronto, Canada TD Bank Full time

**Work Location**:
Toronto, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
$40,000 - $54,000 CAD

This role is eligible for commission based earnings.

**Department Overview**:
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 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 communication skills with ability to work confidentially, independently as well as in a team

**Who We Are**:
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

**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 opportunities that support your goals.

**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

**Interview Process**

**Accommodation**
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting

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