Client Relationship Associate

3 hours ago


Victoria, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

The Client Relationship Associate plays a vital role in supporting Portfolio Managers in delivering exceptional client experiences and driving business growth. This dynamic role requires a strong understanding of business management, client relationships, and investment wealth planning.

Key Responsibilities
  • Develop and maintain strong relationships with existing clients and external referral sources to drive sales and market share growth.
  • Participate in client meetings and contribute to the Investment Wealth Planning (IWP) process.
  • Support the delivery of a legendary client experience by ensuring clients are matched with the most suitable wealth products and services.
  • Act as a secondary contact to the Portfolio Manager for client relationships and collaborate to deliver customized solutions.
  • Identify and coordinate client segmentation with the Client Service Associate (CSA).
  • Assist the Portfolio Manager in creating integrated and tailored solutions based on client needs.
  • Contribute to improving client retention and loyalty by enhancing branch CEI/LEI scores.
  • Establish and maintain relationships with assigned Bank Branches.
  • Identify potential referral opportunities from existing clients to TD Canada Trust and other wealth considerations.
  • Ensure compliance with all regulatory requirements and maintain confidentiality.
Requirements
  • Desirable: Undergraduate degree or community college diploma.
  • Completion of CIM or CFA Level 1 or higher is considered an asset.
About Us

The Toronto-Dominion Bank (Canada) is a leading global financial institution committed to delivering exceptional customer experiences. We are dedicated to enriching the lives of our customers, communities, and colleagues.

Total Rewards Package

Our Total Rewards package includes a competitive base salary, variable compensation, and a comprehensive benefits plan. We are committed to supporting our colleagues' financial, physical, and mental well-being.



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