Financial Services Associate
7 days ago
Job Summary:
We are seeking a highly skilled and detail-oriented PIA Client Relationship Associate to join our team at TD Bank. As a key member of our Private Investment Advice team, you will provide exceptional customer service to our high-value clients, working closely with Investment Advisors to deliver tailored solutions and support.
Key Responsibilities:
- Provide business and relationship management support to Investment Advisors, enabling them to deliver outstanding customer experiences.
- Assist in building integrated and customized solutions for clients, leveraging your financial planning expertise.
- Develop and maintain strong relationships with existing clients, Investment Advisor teams, and other Bank referral sources.
- Participate in client meetings and the wealth planning process, ensuring seamless execution and high-quality plans.
- Monitor service quality and productivity, implementing continuous improvement initiatives to drive excellence.
- Stay up-to-date on emerging trends and best practices, sharing knowledge with colleagues to enhance our collective expertise.
Requirements:
- Completion of the Canadian Securities Course and Conduct and Practices Handbook.
- Requirement to 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 the ability to work confidentially, independently, and as part of a team.
About TD Bank:
TD Bank is one of the world's leading global financial institutions, committed to delivering legendary customer experiences. We're a team of over 95,000 colleagues, serving over 27 million households and businesses in Canada, the United States, and around the world. Our vision is to Be the Better Bank, and our purpose is 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. This includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
Colleague Development:
We're committed to helping our colleagues succeed and grow within our organization. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and mentoring programs to help you unlock future opportunities.
Training & Onboarding:
We'll provide comprehensive training and onboarding sessions to ensure you have everything you need to succeed in your new role.
Accommodation:
We're committed to accessibility and will work with you to provide accommodations throughout the interview process.
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