Job DescriptionTD 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 & HoursMarkham, Ontario, Canada - 37.5 hours per weekResponsibilitiesProvide 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 qualified,



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 environmentRequirementsUndergraduate degree or community college diploma preferredRegistered Representative (RR) license with the Canadian Investment Regulatory Organization (CIRO) required1–2 years of relevant experience, ideally in banking, administrative roles, or related fieldsStrong communication skills with the ability to build relationships and work collaboratively, confidentially, and independentlyKnowledge of wealth management and/or operations is an assetKnowledge of investment products is an assetDesirable: Personal Financial Planner (PFP) or Certified Financial Planner (CFP)Fluency in Cantonese is considered a strong assetCompensation$45,000 - $59,000 CAD base salary, eligible for commission.#J-18808-Ljbffr

📌 Associé, Relations Avec La Clientèle, Cpp - C$45,000 - C$59,000 A Year (Winnipeg)
🏢 TD Private Wealth Management
📍 Winnipeg