PIA Client Service Associate
3 weeks ago
PIA Client Service Associate page is loaded PIA Client Service Associate Postuler remote type Sur place locations Collingwood, Ontario time type Temps plein posted on Publié hier job requisition id R_1346514
Work Location:
Collingwood, Ontario, CanadaHours:
37.5Line of Business:
Gestion de patrimoine TDPay 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:
CUSTOMER
- Prepare documentation and provide updates to IA(s) in preparation for client meetings
- Create reports for analysis of client accounts
- Accept/create leads & ensure correct referral coding on TD Leads
- Review newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packages
- Familiarity and adherence to compliance requirements as outlined in PIA’s policies and procedures, including all aspects of new and existing account documentation and marketing materials
- Provide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full service brokerage
- Deliver a legendary (gold standard) client experience
- Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars
- Provide market quotes and track Dividends, RSPs, RIFs
SHAREHOLDER
- Prioritize and manage own workload to meet SLA requirements for service and productivity
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
- Protect the interests of the bank – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Adhere to internal policies/procedures and applicable regulatory guidelines
- Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
- Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
- Monitor service, productivity and assess efficiency levels within own function
- Implement continuous process / performance improvements where opportunities exists
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;
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand champion for your business area/function and the bank, both internally and/or externally
BREADTH & DEPTH:
- First level service professional requiring detailed knowledge of own direct products / services and key competitors
- Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines
- Basic understanding of the business developed through education, training and / or experience
- Develops foundational understanding of competitors, target industries and customer segments
- Uses established methods and scripts to understand customer needs
- Performs activities for customer retention and acquisition under direct guidance
- Reports to the Manager of Client Service
EXPERIENCE AND / OR EDUCATION
- Undergraduate Degree or Community College Diploma required
- Completion of the Canadian Securities Course and Conduct and Practices Handbook
- Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative (IR) required
- Registered Representative (RR) with Wealth Management Essentials (WME) completion is an asset
Who 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 training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Renseignements supplémentaires :
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.
Veuillez noter que ce poste est assujetti à la réglementation provinciale en matière d’emploi. Il est essentiel de mentionner que chaque province et territoire du Canada peut avoir sa propre réglementation et ses propres exigences.
Perfectionnement des collègues
Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.
Formation et intégration
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.
Processus d’entrevue
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.
Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
Language Requirement:
N/A. #J-18808-Ljbffr-
Licensed Associate
1 week ago
Ontario, Canada TD Bank Full timePIA Client Service Associate page is loaded PIA Client Service Associate Postuler remote type Sur place locations Collingwood, Ontario time type Temps plein posted on Publié hier job requisition id R_1346514 Work Location: Gestion de patrimoine TD Pay Details: Create reports for analysis of client accounts Accept/create leads & ensure correct...
-
Specialist, Project Controls
1 week ago
Ontario, Canada Randstad Full timeThis is a contract position for a Privacy Impact Assessment PIA Specialist for our public sector client. Downtown Toronto This is a Hybrid role that requires the candidate to be onsite 3 days of the week (This is a mandatory requirement of the role and is non-negotiable outside of exceptional circumstances.) Good compensation working on projects...
-
Overnight Associate
1 week ago
Ontario, Canada Petawawa Employment Service Full timeOvernight Associate Full job description Position Summary… To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing of merchandise all in a safe and clean environment....
-
Client Success Associate
4 weeks ago
Ontario, Canada Calgary Full timeTHE POSITION In support of a high-growth mandate, we’re hiring for our next cohort of Bilingual (French/English) Client Success Associates to join our dynamic and highly engaged Client Success team. Our B2B Clients offer Maple’s virtual care services as health and wellness benefits for their employees/organization. In this role, you’ll have the...
-
Business Associate
1 month ago
Ontario, Canada IFG International Financial Group Ltd Full timeOur client, a Top 5 Bank in Canada is looking to hire a Business Associate - Client Data for an initial 12month contract. Responsibilities include: Plan and collaborate with a diverse team to create and build flexible, innovative solutions that address client data remediation and future data quality Identify opportunities for automation and...
-
Client Associate CIBC Wood Gundy
1 week ago
Ontario, Canada Canadian Imperial Bank of Commerce Full timeClient Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations Kanata, ON time type Full time posted on Posted 11 Days Ago job requisition id 2410354 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. ...
-
Client Policy Services Administrator
1 month ago
Ontario, Canada Experior Financial Group Full timeExperior Financial Group Inc. is looking for a motivated individual who works well with others but is also able to work independently and thrive working with multiple tasks on the go. This position offers exciting challenges and the chance to learn new skills. This role best suits someone that can adapt to change quickly, enjoys interacting with clients,...
-
Senior Advisor Regulatory Projects
3 weeks ago
Ontario, Canada Altis Recruitment Full timeAltis Recruitment is looking for motivated and experienced Privacy Advisors to join our talent pool for upcoming opportunities with our clients in the Broader Public industry. The Privacy Advisor will be responsible for developing, implementing, and maintaining comprehensive privacy policies and procedures in compliance with relevant regulations. This...
-
Associate Financial Services Specialist
1 week ago
Ontario, Canada Canadian Imperial Bank of Commerce Full timeAssociate Financial Services Specialist page is loaded Associate Financial Services Specialist Apply locations Mississauga, ON time type Full time posted on Posted Yesterday job requisition id 2411462 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right...
-
Customer Service Associate
1 week ago
Ontario, Canada Precise ParkLink Full timeCompany Description: As Canada’s parking and mobility industry leader, Precise ParkLink is a nation-wide managed services and technology firm with more than 900 employees across Canada, a head office in Toronto, and 18 supporting offices across the country. Precise ParkLink manages thousands of parking lots on behalf of hundreds of property owners. They...
-
Customer Service Associate
1 month ago
Ontario, Canada Sym-Tech Dealer Services Full timeCelebrating 50 years of growth, Sym-Tech is a leading finance and insurance provider to the retail automotive industry. At-Sym-Tech we are looking for Associates who share our passion for innovation, creativity and results! We are passionate about delivering excellent client service, an outstanding Associate experience with opportunities to learn and grow...
-
Client Services Manager
1 month ago
Ontario, Canada Rival Insurance Technology Full timeWhat We Do At Rival Insurance Technology, we specialize in providing management systems and connectivity solutions to the insurance industry. Our commitment to innovation, collaboration, and transformative technology drives us forward. With a legacy spanning over three decades, we’re dedicated to reshaping the insurance landscape through innovation...
-
Customer Service Associate
1 month ago
Ontario, Canada EightSix Network Inc Full timeBilingual Customer Experience Specialist Part Time / Full Time Bilingual Customer Experience Specialist Celebrating 50 years of growth, Sym-Tech is a leading finance and insurance provider to the retail automotive industry. At-Sym-Tech we are looking for Associates who share our passion for innovation, creativity and results! We are passionate about...
-
Client Associate CIBC Wood Gundy
1 week ago
Eastern Ontario, Canada Canadian Imperial Bank of Commerce Full timeClient Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations Kanata, ON time type Full time posted on Posted 11 Days Ago job requisition id 2410354 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
Client Associate CIBC Wood Gundy
1 week ago
Eastern Ontario, Canada Canadian Imperial Bank of Commerce Full timeClient Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations Kanata, ON time type Full time posted on Posted 11 Days Ago job requisition id 2410354 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
Client Associate CIBC Wood Gundy
2 weeks ago
Eastern Ontario, Canada Canadian Imperial Bank of Commerce Full timeClient Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations Kanata, ON time type Full time posted on Posted 11 Days Ago job requisition id 2410354 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
ATIP Advisor
3 weeks ago
Ontario, Canada Altis Recruitment Full timeAltis Recruitment is looking for motivated and experienced Privacy Advisors to join our talent pool for upcoming opportunities with our clients in the Broader Public industry. The Privacy Advisor will be responsible for developing, implementing, and maintaining comprehensive privacy policies and procedures in compliance with relevant regulations. This...
-
Client Service Specialist
1 month ago
Ontario, Canada IFG International Financial Group Ltd Full timeOur client, a large financial institution, is looking for a Client Service Specialist to fill a 8-month contract. Please note this position is fully remote. As a Client Service Specialist your duties will include but not be limited to: Researching and documenting business issues involving workflow procedures and processes Analyzing data to...
-
Associate
1 month ago
Ontario, Canada Robins Appleby LLP Full timeBradley’s results-oriented and analytical nature allows him to expertly craft solutions for his clients. He enjoys solving complex and novel issues and working closely with his team to deliver value-added service. As an associate in our Business & Transactions group, Bradley practices in the areas of mergers and acquisitions, debt financing, private...
-
Entry Level Client Service Reps
1 month ago
Ontario, Canada Precise ParkLink Full timeAs Canada’s parking and mobility industry leader, Precise ParkLink is a nation-wide managed services and technology firm with more than 900 employees across Canada, a head office in Toronto, and 18 supporting offices across the country. Precise ParkLink manages thousands of parking lots on behalf of hundreds of property owners. They supply cutting-edge...