23 May

Client Relationship Associate Jobs Vacancy in Bank Toronto

Position
Client Relationship Associate
Company
Bank
Location
Toronto ON
Opening
23 May, 2018 30+ days ago

Bank Toronto urgently required following position for Client Relationship Associate. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.

Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.

Client Relationship Associate Jobs Vacancy in Bank Toronto Jobs Details:

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Department Overview
TD Wealth Private Investment Advice (PIA) is a full-service brokerage ideal for investors with substantial portfolios who are looking for professional, custom-tailored investment advice and planning, while maintaining participation in the decision-making process regarding their financial affairs. We work one-on-one with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client’s financial success over the long-term.

Job Type
Regular

Job Status
Full Time

Hours
8:30 - 5

Business line
TD Wealth

Job Category - Primary
Wealth Management

Job Category(s)
Wealth Management

Job Description
The CRA provides Business & Relationship Management as well as planning support within an IA team structure. The CRA will better enable IAs to deliver on PIA strategic priorities though effective practices that focus on business management, client relationships & wealth planning

The role involves a fair degree of complexity & includes:
  • Business Management: Develop action plans to improve team efficiency, practice management, client experience etc
  • Relationship Management: Deliver legendary client experience
  • Sales Support: Identify sales opportunities
  • Compliance & Risk Management: Ensure all policies, procedures & required documents are adhered to
  • Client Service: Sound operational execution based on knowledge of full service brokerage

Client - Business/Relationship Management & Client Service/Planning

Active involvement in the building & managing of the IAs book of business:
  • Participate in client meetings & the IWP process
  • Act as a secondary contact to the IA
  • Develop relationships with existing clients & external referral sources to build sales & market share & working with other TDCT & TD Wealth partners
  • Identify referral & sales opportunities with current & target clients
  • Assist IA in creating & implementing integrated & customized solutions based on the clients unique needs
  • Identify & coordinate client segmentation
  • Adhere to all compliance requirements as outlined in PIAs policies & procedures.
  • Various duties in relation to all areas of the wealth management business, from maintaining & sorting databases of client information, to staying up-to-date & gathering research on securities & market developments, to preparing client proposals;

Business Operations - Product & Process Knowledge/ Compliance & Risk Management

Take ownership & resolve issues, complete requests & follow up to ensure client satisfaction:
  • Maintain an accurate & current database of client information (account administration, KYC updates etc). Complete with little need for follow-up by IA and/or deficiencies due to having a high level of expertise in dealing with the back office
  • Product expertise in Fee Based Business (Cornerstone, Premier, Managed)
  • Express a proactive interest & understanding of the Financial Markets by following the news, reading newspapers and financial magazines/websites
  • Apply a lean Six Sigma lens to processes to identify efficiencies & areas for improvement
  • Maintain current knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements & the TD Codes of Conduct & Ethics
  • Identify risks to the business & develop plan to mitigate them as appropriate

Financial:
  • Sales support by identifying sales opportunities/reciprocal referrals & assist IA(s) in preparation for client meetings
  • Provide market quotes & track Dividends
  • Create reports for analysis of client accounts
  • Understand TDW PIA Product offerings & unique investment instructions
  • Actively support the IA & branch in achieving the branch’s annual business goals & reciprocal referral goals
  • Recommend opportunities for TDCT referrals identified in client interactions to IA
  • Assist IA with reporting for analysis of client accounts if & when required

Employee/Community:
  • Participate fully as a member of the team & contribute to a positive work environment
  • Active involvement in CSA/Branch meetings & sharing ideas
  • Build & continue to develop skills & knowledge maintaining all required licensing & accreditation
  • Establish & maintain a professional development career plan
  • Promote a positive image of TD Wealth and TDBG as “One TD” within the community
  • Support an inclusive and diverse workplace

Job Requirements
Education/Accreditations:
  • Required: Completion of the Canadian Securities Course and Conduct and Practices Handbook
  • Required: Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative (RR)
  • Desirable: Undergraduate Degree or Community College Diploma
  • Desirable: PFP, CFP, PFPC

Other Qualifications/Skills/Experience:
  • Minimum of 5 years' experience in related role
  • Ability to proactively identify the needs of the client
  • Incorporate the Client Experience into daily routine
  • Build a strong rapport with clients, prospects and COI’s with ease
  • Act as a go-to person in the branch, in which others can go to for help/training/mentoring
  • Demonstrate high organizational skills
  • Proactively maintain open communication with IA/team
  • Active involvement in CSA/Branch meetings & sharing ideas
  • Establish and maintain a professional development career plan
  • Possess excellent communication skills, both written and oral
  • Analytical, affinity for data, numbers and segmentation
  • Detail oriented and highly organized

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.


**Province/State (Primary)
Ontario

City (Primary)
Toronto


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