Pia Client Service Associate

6 months ago


Brossard, Canada TD Bank Full time

**PIA Client Service Associate**:

- 413186BR

**Job Category - Primary**
- Wealth Management

**Work Location**
- 4805 Lapiniere Blvd

**Employment Type**
- Regular

**City**
- Brossard

**Time Type**
- Full Time

**Province/State**
- Quebec

**Hours**
- 37.5

**Pay Details**

**Department Overview**

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 relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin - and grow - a lasting, progressive and rewarding career in wealth.

**Job Details**

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. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

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
- 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

**Additional Information**
- This position requires proficiency in a language other than French to support customers, employees or markets located outside the province of Quebec or who require services in a language other than French.

**Company Overview**

**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.**Making Your Well-being a Priority**
A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth. Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and


  • Food Service Associate

    2 months ago


    Brossard, Quebec, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a skilled Food Service Associate to join our team at beBee Professionals in Brossard. In this role, you will be responsible for taking customer orders, preparing food items, and ensuring excellent customer service at our food counter.Key Responsibilities:Greet customers and take their orders efficiently.Prepare food items according to customer...


  • Brossard, Quebec, Canada beBee Professionals Full time $35,000 - $45,000

    We are seeking a highly skilled Administrative Services Associate to join our team at beBee Professionals in Brossard. As an Administrative Services Associate, you will be responsible for providing administrative support to our office operations, ensuring that our office runs efficiently and smoothly.Key Responsibilities:Provide administrative support to our...


  • Brossard, Canada Artemis Recrutement Full time

    Superviseur service client Artemis Recrutement recherche actuellement un superviseur du service client pour l'un de ses clients situé sur la rive sud de Montréal. Il s'agit d'une PME québécoise en pleine croissance, leader dans l'industrie du tourisme et du bien-être. Leur culture d'entreprise valorise le positivisme, la flexibilité et la confiance...


  • Brossard, Canada Pierre Fabre Full time

    Qui sommes-nous ? Pierre Fabre est le 2ème laboratoire dermo-cosmétique mondial, le 2ème groupe pharmaceutique privé français et le leader des produits vendus hors prescription dans les pharmacies en France. Son portefeuille compte plusieurs franchises médicales et marques internationales dont Pierre Fabre Oncologie, Pierre Fabre Dermatologie, Eau...


  • Brossard, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. As a Member/client services agent, Member/client sales and service, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell products and services through multiple distribution channels based on member/client needs....


  • Brossard, Canada Desjardins Full time

    As a member and client service agent, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell products and services through multiple distribution channels based on member/client needs. You assist members and clients and help maintain business relationships. You carry out sales,...

  • Associate

    6 months ago


    Brossard, Canada National Bank of Canada Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Ensure...

  • Associate

    3 months ago


    Brossard, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client...

  • Associate

    2 months ago


    Brossard, Canada National Bank of Canada Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. This is a great opportunity to...


  • Brossard, Canada Segic Full time

    **Description de l'entreprise** - Lieu de travail : Bureau de Brossard - Horaire : 37,5 h/semaine (9 h à 17 h) - Mode de travail : Télétravail 4 jours par semaine - Statut : Poste permanent, temps plein - Langues : Bilinguisme français et anglais obligatoire - Expérience requise : Minimum 5 ans - Salaire : À discuter selon...


  • Brossard, Canada Gestion Solution Construction Inc. Full time

    _**À propos de nous**_ GSC cherche actuellement un(e) **Conseiller(ère) - Service clientèle** afin de combler un besoin dans son équipe! Fort d’une expérience de 15 ans, GSC se positionne comme chef de file dans les formations intensives préparatoires aux examens de la Régie du bâtiment du Québec (RBQ). Avec des bureaux à Laval, Brossard,...


  • Brossard, Canada Pierre Fabre Dermo-Cosmétique Canada Full time

    **Chargé(e) Service Clients **(H/F) **Entrée en fonction : dès que possible** **Lieu : Brossard** **Durée : Poste temporaire / temps plein (6 mois)** Leader mondial et inventeur du concept de Dermo-cosmétique, les Laboratoires Pierre Fabre développe des solutions les plus innovantes et les plus pointues en matière d'hygiène, de soin et de beauté...


  • Brossard, Canada Gestion Solution Construction Inc. Full time

    _**À propos de nous**_ GSC cherche actuellement un(e) **Conseiller(ère) - Service clientèle** afin de combler un besoin dans son équipe de Laval! Fort d’une expérience de 15 ans, GSC se positionne comme chef de file dans les formations intensives préparatoires aux examens de la Régie du bâtiment du Québec (RBQ). Avec des bureaux à Laval,...


  • Brossard, Canada National Bank Full time

    About National BankAt National Bank, we're passionate about delivering exceptional customer experiences. Our Wealth Management team is committed to helping clients achieve their financial goals.

  • Associate

    5 months ago


    Brossard, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. This is a great opportunity to...


  • Brossard, Canada Trévi Full time

    **_*_**_BIENVENUE AUX AINÉES ET PERSONNES D’EXPÉRIENCES_**_*_** Vous recherchez un emploi qui saura jumeler vos compétences et connaissances acquises tout au long de votre parcours unique à votre réalité et aspirations actuelles ? Ça tombe bien, c’est ce que nous souhaitons aussi ! **_ Qui sommes-nous ?_** Trévi, entreprise Québécoise...


  • Brossard, Canada CIBC Full time

    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. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Sales Associate

    2 months ago


    Brossard, Quebec, Canada beBee Professionals Full time $30,000 - $50,000

    We are seeking a highly motivated and customer-focused Sales Associate to join our team at beBee Professionals in Brossard, Canada. As a Sales Associate, you will be responsible for providing exceptional customer service, assisting customers with their purchases, and contributing to the overall success of our store.Key Responsibilities:Assist customers with...

  • Associate

    6 months ago


    Brossard, Canada NBC Full time

    Area of Interest: Wealth management ...


  • Brossard, Canada Biron Full time

    Agent(e), Service aux clients Imagix – Imagerie médicale Permanent, temps plein (35,5 heures/semaine) Poste à la Clinique Imagix- Radiologie Brossard Date finale de l’affichage : 3 juin 2024 Votre rôle est important En tant qu’agent, service aux clients vous serez responsable d’effectuer l’accueil, la gestion des dossiers et le...