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**:
**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**
- **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**:

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

- **Participate in client meetings and the IWP Process**:

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

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

- **Support Investment Advisor in achieving advisor and business goals**:

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

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

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

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

- **Establish and maintain relationships with your IA Bank Branches**:

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

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

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

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

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

- **Adhere to internal policies/procedures and applicable regulatory guidelines**:

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

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

**EMPLOYEE / TEAM**
- **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**:

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

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

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

- **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**:

- **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.**:

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

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

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

- **Requires sound conceptual knowledge in their own field of specialty**:

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

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

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

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

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

- **Reports to the Manager of Client Service**

**EXPERIENCE & EDUCATION**
- **Undergraduate Degree or Community College Diploma required**:

- **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

  • Pia Client Service Associate

    4 weeks ago

    Toronto, Canada TD Bank Full time

    **PIA Client Service Associate**: - 414777BR **Job Category - Primary** - Wealth Management **Work Location** - 2 St Clair Avenue East Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private...

  • Pia Client Service Associate

    3 weeks ago

    Toronto, Canada TD Bank Full time

    **PIA Client Service Associate**: - 425376BR **Job Category - Primary** - Wealth Management **Work Location** - 5140 Yonge Street **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth Management...

  • Pia Client Service Associate

    2 weeks ago

    Toronto, Canada TD Bank Full time

    **PIA Client Service Associate - Bilingual (French/English)**: - 426037BR **Job Category - Primary** - Wealth Management **Work Location** - TD Centre - South - 79 Wellington Street West **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Remote **Pay...

  • [Urgent] PIA Client Service Associate

    2 days ago

    Toronto, Canada TD Bank Full time

    Associé, Service à la clientèle, CPP Lieu de travail : Toronto, Ontario, Canada Horaire : 37.5 Secteur d’activité : Gestion de patrimoine TD Détails de la rémunération : $38,300 - $51,700 CAD. Ce poste est admissible à des revenus de commission. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à...

  • PIA Client Service Associate

    4 days ago

    Old Toronto, Canada TD Bank Full time

    Associé, Service à la clientèle, CPPLieu de travail : Toronto, Ontario, CanadaHoraire : 37.5Secteur d’activité : Gestion de patrimoine TDDétails de la rémunération : $38,300 - $51,700 CAD. Ce poste est admissible à des revenus de commission.En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une...

  • Pia Client Service Associate

    3 weeks ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $38,300 - $51,700 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...

  • PIA Client Service Associate

    3 days ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : 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...

  • PIA Client Service Associate

    5 days ago

    Toronto, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : 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...

  • (Pia) Specialist

    4 weeks ago

    Toronto, Canada Arthur Grand Technologies Inc Full time

    Arthur Grand Technologies is currently seeking a highly motivated and skilled **Privacy Impact Assessment (PIA) Specialist - Senior** for one of our clients. **Position: Privacy Impact Assessment (PIA) Specialist - Senior** **Location: Toronto, Ontario (Hybrid)** - 3 days a week** **Duration: Long Term Contract** **Must haves**: - Minimum of 3 years’...

  • Ia Centralized Client Service Associate

    4 weeks ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Wealth Private Investment Advice (PIA) is a premier full-service brokerage and investment management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling...

  • Ia Centralized Client Service Associate

    3 weeks ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Wealth Private Investment Advice (PIA) is a premier full-service brokerage and investment management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling...

  • Ia Centralized Client Service Associate

    4 weeks ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Wealth Private Investment Advice (PIA) is a premier full-service brokerage and investment management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling...

  • Research Program and Project Pia Coordinator

    3 weeks ago

    Toronto, Canada ICES Central Full time

    **_Data. Discovery. Better Health._** **_ ICES is a world-leading health research and analytics institute. With a wealth of data and analytic expertise, we create trusted evidence that has changed health policy and practice and helps ensure better health for all._** **_ Ready to discover more with us? Join our outstanding, collaborative team where your...

  • Privacy Impact Assessment

    3 weeks ago

    Toronto, Canada Aviso Wealth Full time

    **Aviso Wealth**: **The Opportunity**: This can be a remote role, however for those who would like to come into the office we are at 151 Yonge St, Toronto, ON. Reporting to Director, Privacy, the PIA Specialist is responsible for helping to enhance Aviso's data privacy framework and implement privacy strategies and processes to support to Aviso's Legal...

  • Privacy Impact Assessment

    4 weeks ago

    Toronto, Canada Arthur Grand Technologies Inc Full time

    Arthur Grand Technologies is currently seeking a highly motivated and skilled **Privacy Impact Assessment (PIA) Specialist** for one of our clients. **Job Title: - Privacy Impact Assessment (PIA) Specialist** **Job Location: - Toronto, Ontario (Hybrid)** **About Arthur Grand Technologies**: Arthur Grand Technologies is a leading provider of staffing and...

  • Client Relationship Associate

    3 weeks ago

    Greater Toronto Area, Canada Waterstone Human Capital Full time

    Are you a relationship builder with customer service savvy and 1-2 years of work experience? Are you interested in learning a new set of skills in the financial industry? If yes, then this role might be the role for you! We are looking for a Client Relationship Associate on behalf of our client, a respected brokerage service that works with major banks,...

  • Privacy Impact Assessment

    3 weeks ago

    Toronto, Canada Arthur Grand Technologies Inc Full time

    Arthur Grand Technologies is currently seeking a highly motivated and skilled **Privacy Impact Assessment (PIA) Specialist - Senior** for one of our clients. **Position: Privacy Impact Assessment (PIA) Specialist - Senior** **Location: Toronto, Ontario (Hybrid)** **Duration: Long Term Contract** **MUST HAVES**: - Minimum of 5 years’ health privacy...

  • Privacy Impact Assessment

    4 weeks ago

    Toronto, Canada iPartner Staffing Full time

    Must Haves: - Conducting privacy impact assessments involving both PHIPA and FIPPA, citing examples in resume - Conducting PIAs involving mobile app solutions and the unique security and privacy challenges associated with such platforms - Develop privacy-enhancing tools and techniques - Develop KPIs and report metrics - Developing ways and means to align...

  • RQ00239 - Privacy Impact Assessment PIA Specialist- Senior

    5 days ago

    Toronto, Canada Randstad Canada Full time

    Our client seeks a Privacy Impact Assessment (PIA) Specialist to focus on health privacy assessments, consultations, and policy development within complex IT and health sector environments. Reporting to project leadership, you will ensure that privacy-related risks and issues are thoroughly assessed and mitigated to comply with Ontario health care...

  • RQ00239 - Privacy Impact Assessment PIA Specialist- Senior

    1 day ago

    Toronto, Ontario, Canada Randstad Canada Full time

    Our client seeks a Privacy Impact Assessment (PIA) Specialist to focus on health privacy assessments, consultations, and policy development within complex IT and health sector environments. Reporting to project leadership, you will ensure that privacy-related risks and issues are thoroughly assessed and mitigated to comply with Ontario health care...