Pic Client Relationship Associate
5 months ago
**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
-
Pic Private Client Service Associate
5 months ago
Kitchener, Canada TD Bank Full time**PIC Private Client Service Associate**: - 424708BR **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...
-
Pic Portfolio Manager
5 months ago
Kitchener, Canada Scotiabank Full timeRequisition ID: 174226 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. This position is a trusted advisor of private wealth services that meet high net worth client’s short and long term holistic wealth management and investment growth goals, through a firm wide investment strategy and a disciplined...
-
Associate Relationship Manager
6 months ago
Kitchener, Canada CIBC Full timeNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...
-
Private Trust Client Service Associate
6 months ago
Kitchener, Canada TD Bank Full time**Private Trust Client Service Associate**: - 417328BR **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** - Onsite **Pay Details** **Department Overview** TD Private...
-
Client Care Associate
1 month ago
Kitchener, Ontario, Canada beBee Professionals Full time $30,000 - $45,000We are seeking a Client Care Associate to join our team at beBee Professionals in Kitchener, Canada. As a Client Care Associate, you will play a vital role in providing high-quality care to clients, promoting their independence and enhancing their quality of life.Key Responsibilities:Assist clients with personal care, including hygiene, dressing, and...
-
Relationship Manager Business Markets
2 months ago
Kitchener, Canada Royal Bank of Canada Full time**Job Summary** What is the opportunity? This is a hybrid work arrangement. Details can be discussed further with the hiring manager. **What will you do?** - Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs - Proactively contact clients, gather insights through client discovery,...
-
Client Support Associate
7 months ago
Kitchener, Canada Financial Horizons Group Full timeAre you an organized individual who excels in providing support to advisors? Do you get excited about the opportunity to use your customer service and administrative skills on a day-to-day basis? Are you a strong communicator who thrives in a client-focused organization? If you nodded ‘yes’ to those questions, you may be the next **Client Support...
-
Relationship Manager
6 months ago
Kitchener, Canada Venuiti Full timeWe need a salesperson! Your goal is to drive new opportunities, for the company and for yourself. You’re the catalyst to the success we are already moving towards and you’re going to use this opportunity as a springboard to a career in technology sales. We want someone that can talk, can type, can chat and is detail oriented and it’s not necessarily...
-
Accounting Associate
5 months ago
Kitchener, Canada CVTI Full timeWe are looking for an Accounting Associate to join our financial department. Your duties will include compiling and reviewing financial information, preparing financial paperwork, assisting with payroll processing, and maintaining records. You will also be required to perform general administrative tasks. To be successful as an Accounting Associate, you...
-
Client Services Representative
5 months ago
Kitchener, Canada demant Full time**Scope**: Reporting to the Client Services Team Leader, the Client Services Representative is a hybrid role responsible for providing a high level of customer service support to the Company’s customers to ensure customer satisfaction. **Responsibilities**: - Provide a high level of customer service to ensure customer satisfaction with the Company’s...
-
Administrative Support Associate
1 month ago
Kitchener, Ontario, Canada Waystone Full timeWaystone is seeking a highly skilled Administrative Support Associate to join our team. The successful candidate will be responsible for managing a portfolio of fund clients, domiciled in the Cayman Islands, and will be responsible for multiple client relationships and internal stakeholder relationships. Key responsibilities include organizing meetings,...
-
Client Services Representative
5 months ago
Kitchener, Canada Demant Canada Full time**Demant is a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss connect and communicate with the world around them. For more than a century, the Demant Group has played a vital part in developing innovative technologies and know-how to help improve people’s hearing and health. In every aspect, from...
-
Financial Advisor
4 weeks ago
Kitchener, Ontario, Canada IG Wealth Management Full timeAs a Financial Advisor with the Shari Foster & Associates Wealth Management practice at IG Wealth Management, you will have the opportunity to thrive in an entrepreneurial environment and participate in a full practice succession plan within a short period.In 2023, our practice was ranked in the top 100 across Canada and was named to the firm's illustrious...
-
Relationship Manager, Commercial Banking
4 weeks ago
Kitchener, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Relationship Manager in Commercial Banking, you will be responsible for building and maintaining strong relationships with commercial business clients. The training program is designed to equip you with the skills and knowledge needed to deliver excellent service and provide value-added financial advice....
-
Bilingual Client Services Representative
3 months ago
Kitchener, Canada demant Full time**Scope**: Reporting to the Client Services Team Leader, the Bilingual Client Services Representative is a hybrid role responsible for providing a high level of customer service support to the Company’s customers to ensure customer satisfaction. Kitchener, ON **Responsibilities**: - Provide a high level of customer service to ensure customer...
-
Customer Experience Associate
4 weeks ago
Kitchener, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're looking for a Customer Experience Associate to join our team in Canada. As a key member of our Canadian Banking Branch network, you'll play a vital role in delivering exceptional service to our customers.As a Customer Experience Associate, you'll be the face of our branches, connecting with customers in a relatable way and helping them...
-
Senior Financial Services Relationship Manager
4 weeks ago
Kitchener, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Senior Financial Services Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, providing them with expert financial advice and guidance to help them achieve their business goals.Key...
-
Warehouse Associate
5 months ago
Kitchener, Canada Stallion Express Full timeStallion Express is looking for a dedicated Warehouse Associate to join and oversee our small Location in Kitchener, ON! **Schedule**: Monday to Friday, 11AM - 7PM. **About Us**: Stallion Express is a Toronto-based company specializing in shipping and logistics solutions for online sellers. Our clients range from part-time eBay sellers to bigger eCommerce...
-
Bilingual Client Services Representative
6 months ago
Kitchener, Canada Demant Canada Full time**Demant is a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss connect and communicate with the world around them. For more than a century, the Demant Group has played a vital part in developing innovative technologies and know-how to help improve people’s hearing and health. In every aspect, from...
-
Client Services Representative
5 months ago
Kitchener, Canada Demant Canada Full time**Responsibilities**: - Provide exceptional customer service to ensure customer satisfaction. - Interact with customers for order placement, status checks, rushes, warranties, service/repair, C/R requests, and quotes. - Establish and maintain productive working relationships with customers. - Process orders and liaise between departments to ensure accurate...