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Client Relationship Specialist
3 months ago
Are you recognized for your exceptional attention to detail and commitment to delivering outstanding customer service? If so, the PIA Client Relationship Associate position may be the perfect fit for you. In this role, you will provide essential business and relationship management assistance to Investment Advisors (IAs), enabling them to offer superior service to our clients.
Key Responsibilities:- Deliver specialized business services, advisory support, and process assistance.
- Collaborate with IAs to develop customized solutions tailored to clients' specific needs.
- Build and maintain relationships with existing clients, IA Bank branches, and other referral sources.
- Utilize your financial planning knowledge to aid IAs in crafting high-quality plans that exceed client expectations and foster loyalty.
- Participate in client meetings and the wealth planning process; organize client seminars and events.
- Effectively align clients with appropriate products and services.
- Uphold a culture of risk management while adhering to internal policies and procedures.
- Monitor service quality and productivity, driving continuous improvement initiatives.
- Stay updated on industry trends and keep colleagues informed about progress.
- Contribute positively as a team player, promoting a collaborative work environment.
- Completion of the Canadian Securities Course and Conduct and Practices Handbook.
- Mandatory licensing with the Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative (RR).
- Preferred: Undergraduate Degree or Community College Diploma.
- Preferred: Personal Financial Planner (PFP) or Certified Financial Planner (CFP).
- Strong communication skills, with the ability to work independently, confidentially, and collaboratively.
The Toronto-Dominion Bank is a leading global financial institution, recognized as the fifth largest bank in North America by branches. We are dedicated to providing exceptional customer experiences to millions of households and businesses across Canada, the United States, and beyond. With a workforce of over 95,000 talented individuals, we are committed to enriching the lives of our customers, communities, and team members. Our vision is to be the better bank, and we strive to deliver outstanding customer experiences while fostering innovation in the banking sector.
Our Total Rewards Package:We offer a comprehensive Total Rewards package that reflects our commitment to the well-being of our colleagues, including a competitive base salary, variable compensation, and a variety of benefits such as health and wellness plans, retirement programs, paid time off, career development opportunities, and reward programs.
Additional Information:We are committed to supporting your career growth through regular development discussions, training initiatives, and comprehensive benefits.
Colleague Development:If you have a specific career path in mind or wish to enhance particular skills, we are here to assist you. Expect regular career discussions, performance evaluations, access to an online learning platform, and various mentoring programs to explore new opportunities within our organization.
Training & Onboarding:We provide thorough training and onboarding sessions to ensure you have all the necessary tools for success in your new role.
Interview Process:Selected candidates will be contacted to arrange an interview. We strive to communicate outcomes to all applicants.
Accommodation:Your accessibility is important to us. Please feel free to request accommodations to facilitate your participation in the interview process.
We look forward to learning more about you.
