Account Service Advisor

1 week ago

Victoria, Canada The Toronto-Dominion Bank (Canada) Full time
p>PIA Client Service Associate

Apply: Remote type On Site locations Victoria, British Columbia

Time Type: Full time

Posted on: Posted 2 Days Ago

Time left to apply:

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 one-on-one relationships with a dedicated and professional Investment Advisor while maintaining active participation in decisions regarding their investment portfolio. p>

Are you admired for your attention to detail, exacting standards, and willingness to help others deliver a legendary customer experience to our high-value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

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.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 inquiries based on knowledge of full-service brokerage.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.

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.

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

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.

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.

Colleague Development:
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. 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.

  • Junior Service Advisor

    2 months ago

    Victoria, Canada Speedy Auto Service Full time

    **Job Title: Junior Automotive Service Advisor** **Location**: Speedy Auto Service Victoria, British Columbia **Position Type**: Full-Time **Job Summary** **Key Responsibilities** - **Customer Greeting**: Welcome customers warmly and professionally, ensuring they feel valued and attended to. - **Needs Assessment**: Listen to customer concerns regarding...

  • Service Advisor

    7 months ago

    Victoria, Canada BCAA Full time

    Work at an award-winning top employer! If you are looking for an empowering and progressive place to shape your future, then you’ve landed in the right place at BCAA. With our corporate Head Office in Burnaby and locations around BC, we offer a wide variety of opportunities all across the province. Share our purpose to empower British Columbians to move...

  • Service Advisor

    6 months ago

    Victoria, Canada GALAXY RV Full time

    Galaxy RV is a divison of Galaxy Motors (1990) Ltd. We are a growing business who has 5 Automotive dealerships and 3 RV locations. We are looking for an experienced Parts & Service Advisor for our Langford RV location. Seeking a person who can contribute to our operations and into our future growth. As our Parts & Service Advisor you will be passionate about...

  • Service Advisor

    5 months ago

    Victoria, Canada Carson Automotive Group Full time

    Hiring: Service Advisor  We Are Recruiting a Full-Time Automotive Service Advisor Glenoak Ford requires a results oriented Service Advisor  to join our quality team. This is a full-time, union position located in our brand new, state-of-the-art facility in Langford BC. Principal Duties:  Manages customer requests for maintenance and...

  • Service Advisor

    2 months ago

    Victoria, Canada The Jim Pattison Auto Group Full time

    We have a great career opportunity for you to join Jim Pattison Lexus Victoria as a Service Advisor! If you are a personable, thoughtful and tech-savvy individual who strives to achieve excellence in customer satisfaction, this position is for you! Why join us - Competitive compensation plans. - Unlimited opportunities for growth and development. -...

  • Service - Advisor

    8 months ago

    Victoria, Canada The Jim Pattison Auto Group Full time

    We have a great career opportunity for you to join Jim Pattison Toyota Victoria as a Service Advisor! If you are a personable, thoughtful and tech-savvy individual who strives to achieve excellence in customer satisfaction, this position is for you! Why join us - Competitive compensation plans. - Unlimited opportunities for growth and development. -...

  • Service Advisor

    3 months ago

    Victoria, Canada The Jim Pattison Auto Group Full time

    We have a great career opportunity for you to join Campus Honda Victoria as a Service Advisor! If you are a personable, thoughtful and tech-savvy individual who strives to achieve excellence in customer satisfaction, this position is for you! Why join us - Competitive compensation plans. - Unlimited opportunities for growth and development. - Manufacturer...

  • Service Advisor

    6 months ago

    Victoria, Canada Genesis Kelowna Full time

    **Victoria Hyundai** is proud to have the most innovated and exciting brand in the Automotive Industry! We are looking to add a **Service Advisor** to our growing team. **Responsibilities**: - Recommend and sell maintenance and repair services to customers - Follow up on any unsold work - Write service work orders - Liaise with technicians to ensure proper...

  • Financial Advisor

    6 months ago

    Victoria, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our Mayfair team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers...

  • Service Advisor

    1 month ago

    Victoria, Canada GALAXY RV Full time

    Galaxy RV is a divison of Galaxy Motors (1990) Ltd. We are a growing business who has 5 Automotive dealerships and 2 RV locations all located on beautiful Vancouver Island. We are looking for an experienced Service Advisor for our Langford RV location. Seeking a person who can contribute to our operations and into our future growth. As our Service Advisor...

  • Automotive Service Advisor

    6 months ago

    Victoria, Canada Glenoak Ford Full time

    _**Hiring: Service Advisor **_ - **We Are Recruiting a Full-Time Automotive Service Advisor **_ Glenoak Ford requires a results oriented _**Service Advisor **_to join our quality team. This is a full-time, union position located in our_ **brand new, state-of-the-art facility in Langford BC.**_ **Principal Duties**: - Manages customer requests for...

  • Automotive Service Advisor

    7 months ago

    Victoria, Canada Suburban Motors Full time

    _**Hiring: Service Advisor **_ - **We Are Recruiting a Full-Time Automotive Service Advisor **_ Suburban Motors requires a results oriented _**Service Advisor **_to join our quality team. This is a full-time, position located in Victoria, BC. **Principal Duties**: - Manages customer requests for maintenance and repairs; - Provides excellent customer...

  • Member Advisor

    2 months ago

    Victoria, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Member Advisor to join our Mayfair team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels set...

  • Service Advisor

    7 months ago

    Victoria, Canada Speedy Auto Service Full time

    Speedy Auto Service is looking for a Customer Service Representative! If you are known for your interpersonal skills and are looking to grow in a fast-paced work environment, this could be your chance to launch a great career. A day in the life of a Customer Service Representative at Speedy Auto Service: - Greet and welcome clients using the Speedy Customer...

  • Service Advisor

    7 months ago

    Victoria, Canada Speedy Auto Service Full time

    **Speedy Auto Service is looking for a Customer Service Representative!** If you are known for your interpersonal skills and are looking to grow in a fast-paced work environment, this could be your chance to launch a great career. **A day in the life of a Customer Service Representative at Speedy Auto Service**: - Greet and welcome clients using the Speedy...

  • Customer Service Advisor

    4 months ago

    Victoria, Canada Searle's Auto Repairs Full time

    **Do you want to work a 4 day week and have Fridays, Saturdays and Sundays off?** **Do you know what is a Service Advisor?** **Do you enjoy helping people by informing and educating their decisions?** **Do you enjoy organizing and multi-tasking in a team environment?** Searle's Auto Repair is a local, customer focused, progressive, and performance driven...

  • Band 1 - Intergovernmental Relations Advisor

    1 month ago

    Victoria, Canada BC Public Service Full time

    Posting Title- BAND 1 - Intergovernmental Relations Advisor- Position Classification- Band 1- Union- N/A- Work Options- Hybrid- Location- Victoria, BC V9B 6X2 CA (Primary) - Salary Range- $65,300.21 - $93,100.19 annually- Close Date- 11/28/2024- Job Type- Regular Full Time- Temporary End Date- Ministry/Organization- BC Public Service -> Office of the...

  • Financial Management Advisor

    7 months ago

    Victoria, Canada PSD Full time

    **About PSD Citywide** PSD is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader...

  • Financial Management Advisor

    7 months ago

    Victoria, Canada PSD Full time

    **About PSD Citywide** PSD is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader...

  • Customer Service Advisor

    2 months ago

    Victoria, Canada Searle's Auto Repairs Full time

    **Do you want to work a 4 day week and have Fridays, Saturdays and Sundays off?** **Do you know what is a Service Advisor?** **Do you enjoy helping people by informing and educating their decisions?** **Do you enjoy organizing and multi-tasking in a team environment?** Searle's Auto Repair is a local, customer focused, progressive, and performance driven...