Pia Client Relationship Associate

TD Bank

Toronto, Ontario, Canada
Base: $45,000 - $59,000 cad; bonus/equity: eligibl...
Attention to detail
Exacting standards
Business and relationship management
TD Private Wealth Management provides personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach

Job Summary

  • TD Private Wealth Management provides personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach.
  • This role enables Investment Advisors to deliver exceptional customer service by providing business and relationship management, as well as planning support.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a competitive Total Rewards package.

Matching Summary

TD Private Wealth Management provides personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach.

Salary

Base: $45,000 - $59,000 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Attention to detail
  • Exacting standards
  • Business and relationship management
  • Planning support
  • Risk management culture
  • Monitor service quality

Nice-to-have

  • Willingness to help others
  • Holistic goals discovery approach
  • Supportive team environment
  • Emerging trends awareness

Key Requirements

  • Undergraduate degree or diploma preferred
  • Registered Representative (RR) with CIRO required
  • 1-2 years relevant experience
  • Strong communication skills
  • Knowledge of wealth management an asset
  • Knowledge of investment products an asset
  • PFP or CFP desirable

Work Rights

Not specified

Tailored Resume

Cover Letter