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Experienced Client Service Associate, Private Investment Advice, TD Wealth

2 months ago

PointeClaire, Quebec, Canada TD Bank Full time

Job Title: PIA Client Service Associate

Location: Canada

Hours: 37.5

Line of Business: TD Wealth

Job Summary:

We are seeking a highly organized and detail-oriented PIA Client Service Associate to join our team. As a key member of our team, you will provide dedicated administrative support to our Investment Advisors, ensuring seamless client experiences and exceptional service.

Key Responsibilities:

  • Prepare documentation and provide updates to Investment Advisors in preparation for client meetings
  • Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
  • Accept/create leads and ensure correct referral coding administration
  • Submit marketing pieces for approval, compile client information packages, maintain marketing materials and "Marketing Express" mail-outs
  • Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
  • Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
  • Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion
  • Adhere to all policies and procedures and maintain a culture and operation of risk management
  • Use insights to continually improve individual and team performance for clients
  • Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities

Requirements:

  • Undergraduate degree or community college diploma preferred
  • Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
  • Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative or Registered Representative
  • Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

About TD:

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.

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.

Colleague Development:

We are committed to helping our colleagues succeed in their careers. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

Training & Onboarding:

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Accommodation:

We are committed to providing a barrier-free work environment. If you require accommodations, please let us know so we can work together to remove any barriers.