PIA Client Relationship Associate

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

Job summary

TD Private Wealth Management seeks a PIA Client Relationship Associate in Toronto to support Investment Advisors in delivering exceptional client service. You will handle business services, prepare client materials, and help build and maintain relationships with high-value clients.

Responsibilities include supporting advisors, creating client reports, and tracking market data while contributing to a professional and collaborative team environment.

Qualifications

• Undergraduate degree or college diploma (preferred).
• Licensed as a Registered Representative (CIRO) or eligibility to obtain license is required.
• 1–2 years of relevant experience, ideally in banking or administrative roles.
• Strong communication, relationship-building and collaborative skills.
• Knowledge of wealth management and/or operations is an asset; knowledge of investment products is a bonus.

Responsibilities

• Provide business and relationship management to Investment Advisors to deliver exceptional client service.
• Support IA with tailored solutions and documentation for client meetings.
• Build relationships with existing clients and provide accurate administrative support.
• Prepare documentation and updates for client meetings; monitor market quotes and account activity.
• Identify sales opportunities and assist IA in client meetings and referrals.

Skills

Communication

Relationship-building

Client service

Education

Undergraduate degree or college diploma

CIRO license eligibility

Job description

On Site

TD Centre - TD Tower - 66 Wellington Street West, Toronto, Ontario

Full time

Work Location:

Toronto, Ontario, 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.

Job Description:

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 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

• Provide consistent and accurate administrative support to IA(s)

• Prepare all documentation and provide updates to IA(s) in preparation for client meetings

• Client service which includes sound operational execution based on knowledge of full service brokerage

• Sales support by identifying sales opportunities/reciprocal referrals and assist IA(s) in preparation for client meetings

• Provide market quotes and track Dividends, RSPs, RIFs

• Create reports for analysis of client accounts

• Understand TDW PIA Product offerings and unique investment instructions

• Direct support staff in the professional and personable delivery of client service

• Solve moderately complex problems, exercise judgment and work within broad guidelines to independently perform tasks from end to end, acting as a point of escalation 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

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 (http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td)

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.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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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. Learn more: Canada (https://www.td.com/ca/en/about-td/ready-commitment) | US (https://www.td.com/us/en/about-us/communities/ready-commitment) | Europe & Asia Pacific (https://www.td.com/ca/en/about-td/ready-commitment)

Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.