PIA Client Relationship Associate

This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. 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 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.   It's   a very special   and supportive place to begin – and grow – a lasting,   progressive   and rewarding career in wealth.

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:    Undergraduate degree or community college diploma preferred   Successful candidates will   be required   to be licensed as   a   Registered Representative ( R R) with the Canadian Investment Regulatory Organization (CIRO)   1–2 years of relevant experience, ideally in banking, administrative roles, or related fields   Strong communication   skills 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 strive