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Client Relationship Associate

2 months ago

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

About the Role

The Toronto-Dominion Bank (Canada) is seeking a highly skilled Client Relationship Associate to join our team. As a Client Relationship Associate, you will be responsible for providing exceptional customer service to our high-value clients, building strong relationships with Investment Advisors, and delivering business and relationship management support.

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' unique 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, organizing client seminars and events.
  • 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.
  • Keep current on emerging trends and keep others informed and up-to-date on work status and progress.
  • Participate fully as a team member, supporting 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 the 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, with a presence in Canada, the United States, and around the world. We deliver legendary customer experiences to over 27 million households and businesses, and our purpose is to enrich the lives of our customers, communities, and colleagues. We are guided by our vision to Be the Better Bank and are committed to being a leader in customer experience.

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.

Colleague Development

We are committed to providing the support our colleagues need to thrive both at work and at home. 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 to help us remove barriers so that you can participate throughout the interview process.