Client Relationship Specialist

4 weeks ago

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

Are you recognized for your keen attention to detail, high standards, and commitment to delivering exceptional service to our esteemed clients? If so, consider the opportunity to explore the Client Relationship Associate position. In this role, you will provide business and relationship management assistance to Investment Advisors (IAs), enabling them to offer superior service to our clients.

  • Deliver specialized business services, advisory, and program support
  • Assist IAs in developing customized solutions for clients' distinct needs
  • Build connections 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/events
  • Effectively align clients with appropriate products and services
  • Uphold a culture of risk management and comply with internal policies and procedures for the benefit of the Bank
  • Monitor service quality and productivity, promoting continuous improvement
  • Stay updated on emerging trends and keep colleagues informed about work progress
  • Actively contribute as a team player, nurturing a positive professional team environment
Job Requirements:
  • Completion of the Canadian Securities Course and Conduct and Practices Handbook
  • Mandatory licensing with 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)
  • Excellent communication skills, capable of working independently, confidentially, and collaboratively in a team setting
About Us:

The Toronto-Dominion Bank stands as a prominent global financial institution, recognized as the fifth largest bank in North America based on branches/stores. Each day, we provide exceptional customer experiences to millions of households and businesses across Canada, the United States, and beyond. With over 95,000 dedicated colleagues, we are committed to enhancing the lives of our customers, communities, and team members. Guided by our vision to Be the Better Bank, we prioritize outstanding customer experiences and innovation to shape the future of banking. Whether you are an experienced banking professional or just beginning your journey in financial services, we are here to support your growth.

Our Total Rewards Package

Our Total Rewards package reflects our commitment to our colleagues' well-being, offering a competitive base salary, variable compensation, and a range of benefits including health and wellness plans, retirement programs, paid time off, career development opportunities, and reward programs.

Additional Information:

Considering a career with TD? Alongside regular development conversations, training initiatives, and comprehensive benefits, we are dedicated to empowering our colleagues to excel both professionally and personally.

Please note that this job opportunity is subject to provincial employment regulations. It is essential to understand that different Canadian provinces or territories may have specific requirements and regulations.

Colleague Development

If you have a specific career path in mind or are eager to enhance particular skills, we are here to support your success. Expect regular career discussions, performance evaluations, access to an online learning platform, and a variety of mentoring programs to uncover new opportunities within TD.

Training & Onboarding

We provide comprehensive training and onboarding sessions to equip you with everything necessary for success in your new role.

Interview Process

Candidates of interest will be contacted to schedule an interview. We strive to communicate outcomes to all applicants.

Accommodation

Your accessibility matters to us. Feel free to request accommodations to facilitate your participation throughout the interview process.

We look forward to learning more about you.

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