Td Bank PIA Client Relationship Associate Canada, Ontario, Toronto 235037457
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Department Overview:
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection tohighly personalized advice,and service to clients.
TD Private Investment Adviceoffers clients the chance to create-on-one relationship with a dedicated and professional Investment Advisor, whileactive participation in decisionstheir investment portfolio.a very specialand supportive place to begin – and grow – a lasting,and rewarding career in wealth.
Job Description:
Are you admired for your attention to detail, exacting
PIA Client Relationship AssociateIn this role, you will provide business and relationship management as well as planning support to Investment Advisors (IAs)
In addition, you will:
Assist IA in building integrated and customized solutions based on clients' unusual
Build relationships with existing clients, IA Bank branches and other Bank referral
Demonstrate financial planningexpertiseto support IA and produce high quality plans that exceed client expectations and improve client retention and
Participate in client meetings and the wealth planning process; organize client seminars/
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 as
Monitor service quality and productivity; implement continuous
Keep current on emerging trends and keep others informed and up to date on work status,
Job Requirements:
Completion of the Canadian Securities Course and Conduct and Practices Handbook
Requirement of the role that you become licensed withCanadian Investment Regulatory Organization(CIRO) as a Registered Representative (RR)
Desirable: Undergraduate Degree or Community College Diploma
Desirable: Personal Financial Planner (PFP) or Certified Financial Planner (CFP)
Strong communicationskills with ability to work confidentially, independently as well as in a
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.
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.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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