Client Relationship Associate

1 week ago

Waterloo, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time
Job Title: PIA Client Relationship Associate

Description

We are seeking a highly skilled and detail-oriented PIA Client Relationship Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service to our high-value clients, working closely with Investment Advisors to deliver customized solutions that meet their unique needs.

Key Responsibilities:

  • Provide functional specialized business services, advisory, and process/program support to Investment Advisors.
  • Assist in building integrated and customized solutions based on clients' unusual needs.
  • Build relationships with existing clients, Investment Advisor Bank branches, and other Bank referral sources.
  • Demonstrate financial planning expertise to support Investment Advisors and produce high-quality plans that exceed client expectations.
  • 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.

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.

About Us:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.

Total Rewards Package:

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental 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, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development:

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

Training & Onboarding:

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process:

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation:

Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement:

N/A.

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