PIA Client Relationship Associate

TD; Canada; On-site; CAD 40,000 - 54,000; Full time

Job summary

A leading financial institution in Canada is seeking a PIA Client Relationship Associate in Toronto. This role involves providing relationship management support to Investment Advisors and engaging with high-value clients. Candidates should have strong communication skills and completion of the Canadian Securities Course. This position offers growth opportunities and a focus on career development within a supportive environment.

Benefits

Health and well-being benefits

Career development and mentorship

Banking benefits and discounts

Qualifications

• Completion of the Canadian Securities Course and Conduct and Practices Handbook.
• Become licensed with Canadian Investment Regulatory Organization (CIRO) as a Registered Representative (RR).
• Desirable: Personal Financial Planner (PFP) or Certified Financial Planner (CFP).

Responsibilities

• Provide functional specialized business services and advisory support.
• Assist IA in building integrated solutions based on clients' needs.
• Demonstrate financial planning expertise to support IA.

Skills

Strong communication skills

Ability to work confidentially

Teamwork

Education

Undergraduate Degree or Community College Diploma

Completion of the Canadian Securities Course

Job description

Overview

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $40,000 - $54,000 CAD

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.

Job Description

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.

Position

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) enabling them to deliver exceptional customer service to our clients.

Responsibilities

• 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

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

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. We deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is committed to customer experience and believes all colleagues are customer facing. We support growth through leadership development, mentorship and training programs to help you reach your goals. As an organization, we keep growing—and so will you.

Total Rewards

Our Total Rewards package reflects investments to help colleagues achieve their financial, physical, and mental well-being goals. It includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information

We\'re delighted you\'re considering a career with TD. The opportunity is subject to provincial regulations for employment purposes, and regulations vary by province or territory.

Colleague Development: Regular career, development, and performance conversations with your manager, access to online learning and mentoring programs to help you unlock future opportunities.

Training & Onboarding: We provide training and onboarding to ensure you have what you need to succeed.

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

Accommodation: If you require accommodations during the interview process (e.g., accessible meeting rooms, captioning), please let us know.

We look forward to hearing from you!