Client Relationship Associate
4 weeks ago
We are seeking a highly skilled Client Relationship Associate to join our team at TD Private Wealth Management. As a Client Relationship Associate, you will play a critical role in providing 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 exceptional customer service to clients.
- Assist in building integrated and customized solutions based on clients' unique needs, working closely with Investment Advisors and other stakeholders.
- Build and maintain 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 and improve client retention and loyalty.
- Participate in client meetings and the wealth planning process, organizing client seminars and events as needed.
- Match clients to their products and services in a professional, consistent, and expedient manner.
- Maintain a culture of risk management, adhering to internal policies and procedures, and protecting the interests of the Bank by monitoring and raising transaction activity as required.
- Monitor service quality and productivity, implementing continuous improvement initiatives.
- Keep current on emerging trends and keep others informed and up-to-date on work status and progress.
- 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 the ability to work confidentially, independently, and as part of a team.
TD is one of the world's leading global financial institutions, with a presence in Canada, the United States, and around the world. We are committed to delivering legendary customer experiences and are guided by our vision to Be the Better Bank. Our purpose is to enrich the lives of our customers, communities, and colleagues.
We are a leader in customer experience and are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you have years of banking experience or are just starting your career in financial services, we can help you realize your potential.
We offer a Total Rewards package that reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Our Total Rewards package 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.
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