PIA Client Relationship Associate

Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio.

Are you admired for your attention to detail, exacting standards and willingness to help others deliver an outstanding customer 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 enable them to deliver exceptional 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 planning expertise to 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, 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

Job Requirements

Location, Hours and Compensation

Work Location : Brampton, Ontario, Canada

Hours : 37.5

Line Of Business : TD Wealth

Pay Details : $45,000 - $59,000 CAD

This role is eligible for commission based earnings. The base pay actually offered may vary based upon the candidate\'s skills and experience, geographic location, and other business needs. TD is committed to fair and equitable compensation opportunities and to providing growth opportunities and skill development for colleagues.

Additional Information

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

TD is one of the world\'s leading global financial institutions and is the fifth largest bank in North America by branches / stores. We deliver legendary customer experiences to over 27 million households and businesses. Our Total Rewards package includes base salary, variable compensation and benefits such as health and well-being programs, retirement savings, paid time off, banking benefits and discounts, career development and recognition programs.

Our Total Rewards Package

See the separate Total Rewards description for details.

Additional Information

Colleague Development

We offer regular career development conversations, mentoring programs and access to learning platforms to help you grow within TD.

Training & Onboarding

We provide training and onboarding sessions to ensure you have what you need to succeed in your new role.

Interview Process

We will reach out to candidates of interest to schedule an interview and communicate outcomes by email or phone.

Accommodation

We provide accommodations to remove barriers in the interview process as needed.

We look forward to hearing from you!

Language Requirement (Quebec Only) : Sans Objet

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