PIA Client Relationship Associate

TD • Markham, ON

4d • $45,000 - $59,000 • Onsite

About The Position

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.

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

Nice To Haves

• Knowledge of wealth management and/or operations is an asset
• Knowledge of investment products is an asset
• Personal Financial Planner (PFP) or Certified Financial Planner (CFP)
• Fluency in Cantonese is considered a strong asset

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

Benefits

• health and well-being benefits
• savings and retirement programs
• paid time off
• banking benefits and discounts
• career development
• reward and recognition programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree