Pia Client Relationship Associate - Oakville, Canada - TD Bank

TD Bank

Verified Company

Oakville, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

402523BR

Wealth Management

Oakville, ON

March 10, 2023

Company Overview

Department 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. It's a very special and supportive place to begin - and grow - a lasting, progressive and rewarding career in wealth.

Job Description:

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

Requirements:

Completion of the Canadian Securities Course and Conduct and Practices Handbook
Requirement of the role that you 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 ability to work confidentially, independently as well as in a team

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.