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Business and Relationship Management Specialist
2 months ago
About the Role
We are seeking a highly skilled Client Relationship Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will play a critical role in providing exceptional customer service to our high-value clients.
Key Responsibilities
- Provide business and relationship management support to Investment Advisors (IAs) to enable them to deliver outstanding customer service to our clients.
- Offer functional specialized business services, advisory, and process/program support to IAs.
- Assist IAs in building integrated and customized solutions based on clients' unique needs.
- Build relationships with existing clients, IAs, and other Bank referral sources.
- Demonstrate financial planning expertise to support IAs and produce high-quality plans that exceed client expectations and improve client retention and loyalty.
- 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 and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. 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 committed to providing the support our colleagues need to thrive both at work and at home. We believe in the importance of colleague development and offer 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.
Language Requirement: N/A.
