PIA Client Service Associate

Join to apply for the PIA Client Service Associate role at TD Securities Work Location: Nanaimo, British Columbia, Canada Hours: 37.5 per week Line Of Business: TD Wealth Pay Details: $38,300 - $51,700 CAD (eligible for commission based earnings) TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth and skill development are defining features of the colleague experience at TD. Job Description TD 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 and professional Investment Advisor while maintaining active participation in decisions regarding their investment portfolio. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff to deliver a legendary customer experience to our high‑value clients. In Addition, You Will Prepare documentation and provide updates to IAs 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 Job Requirements Undergraduate degree or community college diploma preferred Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently Who We Are TD is one of the world's leading global financial institutions and 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. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. Our Total Rewards Package Our Total Rewards package includes a base salary, variable compensation, health and well‑being benefits, retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. Colleague Development Regular career, development, and performance conversations with your manager, an online learning platform, and mentoring programs help you unlock future opportunities and support career path goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. 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 (Quebec Only) Sans Objet #J-18808-Ljbffr