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CUSTOMER: Maintain and grow the client base by determining the appropriate portfolio structure for clients assets mix, geographic/currency diversification and equity and fixed income styles Delivery of client experience, through the completion of a Wealth Plan and the introduction to Wealth Partners Consistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues Keep clients well informed using a combination of face-to-face, telephone and email to achieve minimum quarterly contact with all clients Develop investment strategies that are in line with the clients goals and objectives When working in a team, assist the Portfolio Manager where required in the preparation of presentations, marketing and other materials for client, prospect and partner meetings when required Act as a secondary contact to the Portfolio Managers where required for client relationships Efficiently manage client experience through strong communication and interpersonal skills
SHAREHOLDER: Contribute to the achievement of business objectives by proactively managing customers ,to increase profitability and enable business growth Contribute to various operational activities and processes as assigned Maintain and grow the client base by determining the appropriate portfolio structure for clients assets mix, geographic/currency diversification and equity and fixed income styles Consistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues Develop investment strategies that are in line with the clients goals and objectives Assist the Portfolio Managers where required in the preparation of presentations, marketing and other materials for client, prospect and partner meetings when required Act as a secondary contact to the Portfolio Managers where required for client relationships Ensure necessary due diligence to support the accuracy of all customer transactions / activities Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
EMPLOYEE / TEAM: Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques Participate in personal performance management and development activities, including cross training within own team Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate. Contribute to a fair, positive and equitable environment that supports a diverse workforce Act as a brand champion for the business area/function and the bank, both internally and/or externally
BREADTH & DEPTH: Experienced working professional role with a focus on providing business development, customer relationship management and / or sales advisory support within their own area of specialty Requires an in-depth understanding of products/services and key competitors Identifies referral opportunities across business lines and segments Understands the business and technical principles that underpin the design and delivery of the products and services provided Possesses a solid understanding of the business, the competitive landscape and economic/market issues May serve as a product or customer segment knowledge resource Coordinates the identification, pursuit or management of accounts/opportunities with others while taking a primary role in managing the relationship Solves moderately complex problems by taking a new perspective on existing product and service solutions Exercises judgement in planning and developing customized account management processes; focuses on customizing advice and solutions Puts solutions in context when presenting complex alternatives and framing advice Work performed under minimal management guidance and supervision Identify and lead customer problem resolution Reports to the Branch Manager
EXPERIENCE AND / OR EDUCATION: Undergraduateiversity Degree CFA Level 2 1 or above or CIM 3+ years of investment experience Eligible for provincial Securities Commission registration as an Associate Advising Representative (AAR)Investment Counselor. What does SC stand for Canadian Securities Course
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.