Financial Planning Associate

4 days ago

Kitchener, Ontario, Canada TD Bank Full time
Job Title: PIA Client Relationship Associate

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, passionate about enriching the lives of our customers, communities, and each other. Join us in shaping the future of banking and building a lasting, progressive, and rewarding career in wealth management.

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, and a range of benefits, including health and well-being programs, savings and retirement plans, paid time off, and career development opportunities.

Colleague Development:

We're committed to helping our colleagues succeed and grow within the organization. Regular career, development, and performance conversations, online learning platforms, and mentoring programs are just a few ways we support your career aspirations.

Interview Process:

We'll reach out to candidates of interest to schedule an interview. We strive to communicate outcomes to all applicants by email or phone call.

Accommodation:

We're committed to accessibility and want to ensure that all candidates can participate in the interview process. Please let us know if you require any accommodations to help us remove barriers.

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