PIA Client Service Associate

6 days ago

London, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

Description

:

Are you known for your meticulous attention to detail, high standards, and willingness to assist others in providing an exceptional customer experience to our valued clients? If so, hop aboard for the role of PIA Client Service Associate. As a key player, you'll offer specialized administrative support to an Investment Advisor or team, handling a variety of tasks. You'll interact with clients and branch staff, shaping crucial first impressions that impact our business and customer satisfaction.

In this role, you will:

  • Prepare documentation and update IAs for client meetings
  • Create reports to analyze client accounts; mentor customers on products and services, spotting referral opportunities
  • Manage leads, ensure accurate referral coding, and gain approval for marketing materials
  • Be well-versed in compliance requirements, covering account documentation and marketing materials
  • Deliver top-notch client service, addressing inquiries via phone, mail, and email with a solid understanding of full-service brokerage
  • Champion outstanding client experiences, interacting with team members, colleagues, and clients
  • Adhere to policies, maintain risk management, and strive for continuous improvement in performance

Job Requirements:

  • Preferably hold an undergraduate degree or community college diploma
  • Completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook
  • Licensed with the Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative or Registered Representative
  • Excellent communication skills, fostering relationships and collaborating effectively

Who We Are:

TD stands as one of the globe's leading financial institutions and the fifth-largest bank in North America by branches. Each day, we provide exceptional customer experiences to millions of households and businesses across Canada, the United States, and beyond. With over 95,000 dedicated colleagues, we work towards enriching the lives of our customers, communities, and team members. Guided by our vision to Be the Better Bank, we prioritize customer experience and innovation as we shape the future of banking.

Our Total Rewards Package
Our comprehensive Total Rewards package emphasizes our commitment to supporting our colleagues' financial, physical, and mental well-being. It includes competitive compensation, health benefits, retirement plans, paid time off, banking perks, career growth opportunities, and recognition programs.

Additional Information:
At TD, we're dedicated to helping our colleagues thrive both personally and professionally, through ongoing development, training, and a range of benefits. Please note that provincial regulations may apply to this job opportunity, with different requirements across various Canadian regions.

Colleague Development
We encourage your professional growth by offering career conversations, online learning resources, and mentoring programs. Whether you're passionate about customer service or leadership, there are diverse career paths at TD to explore.

Training & Onboarding
We provide comprehensive training and onboarding to set you up for success in your new role.

Interview Process
We'll contact selected candidates for interviews and strive to provide feedback to all applicants promptly.

Accommodation
We value your accessibility needs. Inform us of any accommodations required to facilitate your participation during the interview process.

We eagerly await your application

Language Requirement: N/A.

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