customer relations clerk
Title posted on CareerBeacon -
PIA Client Relationship Associate
Posted on
October 09, 2024
by
Employer details
TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:TD WealthPay 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 a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description: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 Description :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 supportAssist IA in building integrated and customized solutions based on clients' unusual needsBuild relationships with existing clients, IA Bank branches and other Bank referral sourcesDemonstrate financial planning expertise to support IA and produce high quality plans that exceed client expectations and improve client retention and loyaltyParticipate in client meetings and the wealth planning process; organize client seminars/eventsMatch clients to their products and services in a professional, consistent and expedient mannerMaintain 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 requiredMonitor service quality and productivity; implement continuous improvementKeep current on emerging trends and keep others informed and up to date on work status, progressParticipate fully as a team member, support a positive professional team environmentJob Requirements :Completion of the Canadian Securities Course and Conduct and Practices HandbookRequirement 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 DiplomaDesirable: Personal Financial Planner (PFP) or Certified Financial Planner (CFP)Strong communication skills with ability to work confidentially, independently as well as in a teamWho We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. 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
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LocationWaterloo, ON
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Workplace information
On site
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SalaryNot available
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Terms of employment
Permanent employmentFull time
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Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2104231
Advertised until
2024-11-08
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