Associate, Private Wealth

TD Bank Group; Toronto; On-site; CAD 60,000 - 84,000; Full time

Job summary

TD Bank Group in Toronto is seeking an Associate for TD Private Wealth to deliver exceptional client service to Ultra High Net Worth clients. You will provide administrative, analytical, and CRM-backed support to ensure a legendary client experience.

You will prepare documentation for meetings, maintain CRM data, liaise with partners, and help deliver tailored wealth solutions while upholding privacy and risk controls.

Qualifications

• Undergraduate degree or in a relevant field with aspirations for CFA/CPA/MBA preferred.
• 3-5 years of relevant work experience.
• Licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)

Responsibilities

• Maintain databases of client information and stay up-to-date with securities and market developments.
• Prepare documentation and updates for the Portfolio Manager before client meetings.
• Maintain accurate CRM information and ensure due diligence for transactions and activities.
• Act as primary liaison with TD partners and external professionals for administrative purposes.
• Handle transfers, account openings, and back office processes.
• Serve as a secondary contact to the Portfolio Manager for client relationships.
• Collaborate with the Portfolio Manager to deliver best solutions for clients.
• Create a legendary client experience reflecting client segmentation.
• Maintain privacy and confidentiality with tact and discretion.
• Prioritize workload to meet service level agreements and productivity goals.
• Support a culture of risk management and strong internal controls.
• Contribute to a positive team environment and cross-team collaboration.

Skills

Client service

Administration

CRM

Documentation

Research

Education

Undergraduate degree or in a relevant field

Job description

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $59,500 - $84,000 CAD 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.

Job Description

The Ultra High Net Worth (UHNW) client segmentation is one of the most exciting and fastest growing spaces in the world of financial services. The TD Private Wealth is looking to hire an Associate to join their dynamic team in providing an exceptional experience to their Ultra High Net Worth (UHNW) clients. Do you excel at client experience, strategic initiatives, and administration? We're looking for a dynamic professional who is committed to serving clients, colleagues, and cross-team partners. The Associate, Private Wealth provides consistent and accurate administrative, analytical and client service support to ensure a legendary customer experience. The role requires working in a high performing inter-disciplinary team providing complete inter-generational wealth management services to UHNW Canadian families.

In this role, you will:

• Various duties in relation to all areas of the wealth management business, from maintaining and sorting databases of client information, to staying up-to-date and gathering research on securities and market developments.
• Prepare all documentation and provide updates to the Portfolio Manager in preparation for client meetings.
• Maintain accurate CRM information of clients and ensure all necessary due diligence to support the accuracy and compliance of all customer transactions and activities and raise issues where appropriate.
• Act as primary liaison with other TDBG partners and external professionals for administrative purposes.
• Maintain a level of expertise in dealing with the back office in relation to transfers, account openings, etc.
• Act as a secondary contact to the PM for client relationships.
• Partner with the PM to deliver the best solutions for clients.
• Create a legendary client experience reflective of the client segmentation.
• Complete familiarity and adherence to privacy and confidentiality requirements and the need to handle situations with tact, discretion, and polish.
• Prioritize and handle your own workload to meet service level agreements requirements for service and productivity.
• Maintain a culture of risk management and control, supported by effective processes.
• Participate fully as a member of the team, suggest improvements, and support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank.

Job Requirements

Undergraduate degree or in a relevant field with aspirations for CFA/CPA/MBA preferred. 3-5 years of relevant work experience Successful candidates will be required to be licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)

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 to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

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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. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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.

Language Requirement (Quebec only)

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Our Values

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

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