PIA Client Relationship Associate

Description

Are you admired for your attention to detail, exactingstandardsand willingness to help others deliveran outstandingcustomer experience to our high value clients? If so, then apply for the position of PIA Client Relationship Associate today.In this role, you will provide business and relationship management as well as planning support to Investment Advisors (IAs)to enablethemto deliverexceptional customer service to our clients.

In addition, you will :

Provide functional specialized business services, advisory and process / program support

Assist IA in building integrated and customized solutions based on clients' unusual needs

Build relationships with existing clients, IA Bank branches and other Bank referral sources

Demonstrate financial planningexpertiseto support IA 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,consistentand 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 asrequired

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

Job Requirements :

Undergraduate degree or community college diploma preferred

Successful candidates willbe requiredto be licensed asaRegistered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)

1–2 years of relevant experience, ideally in banking, administrative roles, or related fields

Strong communicationskills with the ability to build relationships and work collaboratively, confidentially, and independently

Knowledge of wealth management and / or operations is an asset

Knowledge of investment products is an asset

Desirable : Personal Financial Planner (PFP) or Certified Financial Planner (CFP)

Who We Are : TD 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. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. Our 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 delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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 (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you! Language Requirement (Quebec only) : Sans Objet