Pic Client Relationship Associate

2 months ago

Ottawa, Canada TD Bank Full time

406717BR

Wealth Management

Ottawa, ON

April 19, 2023

Company Overview

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.

**Private Investment Counsel** provides the highest level of interaction and personalized service with high net worth and ultra-high-net-worth clients. This best-in-class attention and focus extends to client families, estates and trusts as well as charitable and business organizations and our highly valued Indigenous client communities. Join the team to gain a phenomenal place to work and richly rewarding career in TD Wealth.

**Job Description**:
The position of **PIC Client Relationship Associate** provides business and relationship management as well as planning support to one or more Portfolio Managers. Through dedication and expertise, this role enables the Portfolio Manager to delight their clients and deliver on Private Investment Counsel business priorities.

Furthermore, you will:

- Build positive relationships with existing clients, external referral sources and other Wealth and Bank partners; participate in client meetings and the wealth planning process
- Act as a secondary contact to the Portfolio Manager for maintaining positive client relationships by delivering the best plan for the client according to their customized needs
- Take initiative to share new ideas for improved overall department efficiency
- Establish and manage relationships with assigned branches of the Portfolio Manager; act in a courteous and professional manner to support client loyalty and satisfaction scores
- Maintain an accurate and current database of relevant client information and opportunities, stay up-to-date on securities and market developments, gather research and prepare client proposals
- Be knowledgeable of and align with Bank and industry service and ethical standards, rules, policies and procedures
- Ensure all necessary due diligence to support the accuracy and compliance of all customer transactions and activities and raise issues where appropriate
- Participate fully as a member of the team and support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank

**Requirements**:

- Completion of the Wealth Management Essentials (WME) within one year of hire date or promotion
- Undergraduate Degree or Community College Diploma is an asset
- Desirable designations include Personal Financial Planner (PFP) or Certified Financial Planner (CFP)
- Strong communication skills with ability to build relationships and work in a team as well as independently

Additional Information

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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