Full-Time

PIA Client Relationship Associate

Posted on 2/20/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Fintech
Financial Services

Compensation Overview

CA$40k - CA$54kAnnually

+ Variable Compensation Award

Entry, Junior

Markham, ON, Canada

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Risk Management

You match the following TD Bank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Completion of the Canadian Securities Course and Conduct and Practices Handbook
  • Requirement of the role that you become licensed with Canadian Investment Regulatory Organization (CIRO) as a Registered Representative (RR)
Responsibilities
  • 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
Desired Qualifications
  • Undergraduate Degree or Community College Diploma
  • Personal Financial Planner (PFP) or Certified Financial Planner (CFP)
  • Strong communication skills with ability to work confidentially, independently as well as in a team

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities, focusing on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Unlike many competitors, TD Bank emphasizes a personalized and holistic approach to financial planning, ensuring that advice is relevant and tailored to individual needs.

Company Size

11-50

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Digital banking adoption is driving demand for enhanced mobile banking features.
  • Open banking allows TD Bank to collaborate with fintech for personalized services.
  • Sustainability trends support TD Bank's focus on green finance initiatives.

What critics are saying

  • Competition from fintechs pressures TD Bank to innovate rapidly.
  • Rising interest rates may reduce demand for new home loans.
  • Remote work trends could impact TD Bank's commercial real estate investments.

What makes TD Bank unique

  • TD Bank is leveraging AI for advanced fraud detection and prevention.
  • The bank is integrating ESG criteria into its lending and investment decisions.
  • TD Bank is exploring blockchain for cross-border transaction efficiency.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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