TD Bank
Job title:
PIA Client Relationship Associate
Company
TD Bank
Job description
Company Overview
Our Values
At TD we’re guided by our purpose is 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.
Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars – physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they’re more likely to do their best.
Our Total Rewards Package
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.
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. Every day, 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 deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
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 Requirements
- 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
Hours
37.5
Job Details
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
Workplace Model
Onsite
Inclusiveness
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.
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.
How We’re Helping Make an Impact in Communities
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 $1 billion by 2030 in community giving 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.
We look forward to hearing from you!
Business Line
TD Wealth
Job Category – Primary
Wealth Management
Job Category(s)
Wealth Management
Job Family
Private Investment Advice
Time Type
Full Time
Employment Type
Regular
Pay Details
We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with your recruiter and ask compensation related questions, including pay details for this role.
Careers Web Site Cities
Canada-Manitoba-Winnipeg
Expected salary
Location
Winnipeg, MB
Job date
Fri, 05 Jan 2024 00:38:11 GMT
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