Pia Client Relationship Associate

TD

Toronto, Ontario, Canada
Base: $45,000 - $59,000 cad; bonus/equity: eligibl...
Relationship management
Client service
Risk 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 provides business and relationship management as well as planning support to Investment Advisors to enable them to deliver exceptional customer service.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development for colleagues.

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

  • Relationship management
  • Client service
  • Risk management
  • Adhere to internal policies
  • Monitor service quality

Nice-to-have

  • Attention to detail
  • Exacting standards
  • Supportive team environment
  • Emerging trends awareness

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter