Pic Client Relationship Associate

5 months ago


Kitchener, Canada TD Bank Full time

**PIC Client Relationship Associate**:

- 424352BR

**Job Category - Primary**
- Wealth Management

**Work Location**
- 381 King Street West

**Employment Type**
- Regular

**City**
- Kitchener

**Time Type**
- Full Time

**Province/State**
- Ontario

**Hours**
- 37.5

**Workplace Model**
- Hybrid

**Pay Details**

**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 Details**

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

**Job 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

**Company Overview**

**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.**Making Your Well-being a Priority**
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.**How We Work**
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where i



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