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PIA Client Relationship Associate

Oakville, ON
Full Time
4 days ago
Company Overview

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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.

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 as well as planning support to Investment Advisors (IAs) for enabling them 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, 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


•Completion of the Canadian Securities Course and Conduct and Practices Handbook
•Requirement of the role that you become licensed with Investment Industry Regulatory Organization of Canada (IIROC) 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



At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Management and Executive