Pia Client Relationship Associate

TD Bank

Markham, Canada
Base: $45,000 - $59,000 cad; bonus/equity: eligibl...
Client service delivery
Relationship management
Financial planning expertise
Provide business and relationship management as well as planning support to Investment Advisors (IAs) to enable them to deliver exceptional customer service to our clients

Job Summary

  • Provide business and relationship management as well as planning support to Investment Advisors (IAs) to enable them to deliver exceptional customer service to our clients.
  • Demonstrate financial planning expertise to support IA and produce high quality plans that exceed client expectations and improve client retention and loyalty.
  • TD offers diverse career paths where you can grow your expertise and make a meaningful impact, with regular career, development, and performance conversations with your manager.

Matching Summary

Provide business and relationship management as well as planning support to Investment Advisors (IAs) to enable them to deliver exceptional customer service to our clients.

Salary

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

Skills & Requirements

Must-have

  • Client service delivery
  • Relationship management
  • Financial planning expertise
  • Risk management culture
  • Adherence to policies and procedures

Nice-to-have

  • Attention to detail
  • Exacting standards
  • Willingness to help others
  • Positive professional team environment
  • Emerging trends awareness

Key Requirements

  • Registered Representative (RR) with CIRO
  • 1-2 years relevant experience
  • Undergraduate degree or diploma preferred

Work Rights

Not specified

Tailored Resume

Cover Letter