Pia Client Relationship Associate

7 months ago

Waterloo, Canada TD Bank Full time

**PIA Client Relationship Associate**:

- 431354BR

**Job Category - Primary**
- Wealth Management

**Work Location**
- 412 Albert Street

**Employment Type**
- Regular

**City**
- Waterloo

**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.

**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.

**Job Details**

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 Investment Industry Regulatory Organization of Canada (IIROC) 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

**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 it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.**Who We Are**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households

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