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Client Relationship Associate

2 months ago

Kitchener, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time
Job Title: PIA Client Relationship Associate

About the Role:

We are seeking a highly skilled and motivated Client Relationship Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our team, you will be responsible for providing exceptional customer service to our high-value clients, working closely with Investment Advisors to deliver tailored solutions that meet their unique needs.

Key Responsibilities:

  • Provide business and relationship management support to Investment Advisors, enabling them to deliver exceptional customer service to our clients.
  • Assist in building integrated and customized solutions based on clients' specific requirements.
  • Build and maintain strong relationships with existing clients, Investment Advisor Bank branches, and other 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 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.
  • Stay up-to-date 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 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 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 are committed to delivering legendary customer experiences to over 27 million households and businesses, and 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 are committed to providing the support our colleagues need to thrive both at work and at home. If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. 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.

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.