PIA Client Relationship Associate

TD; Kelowna; On-site; CAD 45,000 - 59,000; Full time

Benefits offered by this job

Commission based earnings

Job summary

TD Private Wealth Management in Kelowna, BC, is hiring for a role that supports wealth planning and client advisory services. You will work with Investment Advisors to build customized solutions, cultivate client relationships, and assist in wealth planning processes.

The position requires an undergraduate degree or college diploma, and an RR license with CIRO, plus 1–2 years' relevant banking or administrative experience. A commission-based earnings structure is noted in the pay details.

Qualifications

• Undergraduate degree or college diploma preferred.
• Licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO).
• 1–2 years of relevant experience 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 investment products is an asset.
• Desirable: Personal Financial Planner (PFP) or Certified Financial Planner (CFP).

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.

Skills

Strong communication

Relationship building

Team collaboration

Confidentiality

Education

Undergraduate degree or college diploma

CIRO Registered Representative license

Job description

Work Location

Kelowna, British Columbia, Canada

Hours

37.5

Line of Business

TD Wealth

Pay Details

$45,000 - $59,000 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

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.

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 (RR) 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 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. Learn more

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)

Sans Objet