Associé, Relations avec la clientèle, CPP

Job Description

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 a one‑on‑one relationship with a dedicated professional Investment Advisor while maintaining active participation in decisions regarding their investment portfolio.

Location & Hours

Markham, Ontario, Canada • 37.5 hours per week

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 expecta...