Pic Private Client Service Associate

2 weeks ago

Edmonton, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**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.

**Private Investment Counsel** provides the highest level of interaction and personalized service with high net worth and ultra-high-net-worth clients. This best-in-class attention and focus extends to client families, estates and trusts as well as charitable and business organizations and our highly valued Indigenous client communities. Join the team to gain a phenomenal place to work and richly rewarding career in TD Wealth.

Do you excel at customer service, organization and administration? We're looking for a dynamic administrative professional who is committed to serve clients, colleagues and cross-team partners. **PIC Private Client Service Associate** provides consistent and accurate administrative, analytical and client service support to ensure a legendary customer experience.

In this role, you will:

- Assist Portfolio Manager(s) in preparing for client meetings by arranging required documentation
- Craft reports for analysis of client accounts
- Accept/create leads and ensure administrative documentation and lead coding
- Provide a high level of organization for your designated branch by excelling at administration
- Prioritize and handle your own workload to meet service level agreements requirements for service and productivity
- Ensure all necessary due diligence to support the accuracy and compliance of all customer transactions and activities and raise issues where appropriate
- Be knowledgeable of, adhere to and complete required practices and procedures in a timely manner
- Maintain a culture of risk management and control, supported by effective processes
- Participate fully as a member of the team, suggest improvements and support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank

**Job Requirements**
- Two (2) or more years of experience
- Mutual Fund licensed
- Canadian Securities Course (CSC) or one year to complete CSC
- Strong communication skills
- Basic knowledge of the business supported

**Additional Information**

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Job Family**
- Private Investment Council

**Job Category - Primary**
- Wealth Management

**Job Category(s)**
- Wealth Management

**Hours**
- 37.5

**Business Line**
- TD Wealth

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- Alberta

**City (Primary)**
- Edmonton

**Work Location**
- 10088 - 102 Avenue Northwest

**Job Expires**
- 02-Jul-2023

PIC Private Client Service Associate | TD Jobs

  • Private Client Associate

    2 weeks ago

    Edmonton, Alberta, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to...

  • Client Service Associate

    1 day ago

    Edmonton, Canada Raymond James Financial Full time

    Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Client Service Associate

    2 weeks ago

    Edmonton, Canada Raymond James Financial Full time

    Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Client Service Associate

    2 weeks ago

    Edmonton, Canada Raymond James Financial Full time

    Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Client Service Associate

    2 weeks ago

    Edmonton, Canada Raymond James Financial Full time

    Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Client Service Associate

    2 days ago

    Edmonton, Canada Raymond James Ltd. Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Administrative Assistant/Client Service AssociateHow does the role...

  • Client Service Associate

    2 days ago

    Edmonton, Alberta, Canada Raymond James Ltd. Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Administrative Assistant/Client Service AssociateHow does the role...

  • Client Service Associate

    2 weeks ago

    Edmonton, AB, Canada Raymond James Financial Full time

    Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James,  we  develop,  we  collaborate,  we  decide,  we  deliver, and  we  improve together . Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Licensed Associate

    4 weeks ago

    Edmonton, AB, Canada DGA Careers Full time

    Business Service Associate - 8088 - IW-8088 Business Service Associate - 8088 Our client is looking for an individual who is interested in getting their start in an Insurance Career as a Business Service Associate. This role reports to the VP Operations/Director of Service or Delegate. Customer service is key, and you will be depended on to find and...

  • Private Chef

    4 weeks ago

    Edmonton, Canada Tamatta Mining and Construction Services Inc Full time

    Are you a talented and experienced Chef seeking an exciting opportunity to showcase your culinary skills in a prestigious and private setting? Look no further! We are currently seeking a skilled Private Chef to join our team in Edmonton, Alberta. **Responsibilities**: - Plan, prepare, and present gourmet meals customized to the preferences and dietary...

  • Associate

    12 hours ago

    Edmonton, Canada Dla Piper (canada) Llp Full time

    3-7 Years Corporate Associate Lawyer - EdmontonDLA Piper (Canada) LLP is newly looking for a talented mid to senior-level associate with 3-7 years experience in Corporate and M&A. The ideal candidate will have 3-7 years of substantive corporate transactional experience, including mergers and acquisitions, joint ventures and global corporate restructurings....

  • client service clerk

    3 weeks ago

    Edmonton, Canada Ecopest Inc. Full time

    Work Term: PermanentWork Language: EnglishHours: 40 to 44 hours per weekEducation: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsExperience: 2 years to less than 3 yearsWork settingPrivate sectorTasksAnswer written and oral inquiriesAddress customers' complaints or concernsAnswer inquiries and provide...

  • client service clerk

    3 weeks ago

    Edmonton, Canada Ecopest Inc. Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 40 to 44 hours per weekEducation: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsWork settingPrivate sectorTasksAnswer written and oral inquiriesAddress customers' complaints or concernsAnswer inquiries and provide...

  • Cpa Student or Newly Designated Cpa

    4 days ago

    Edmonton, Canada Chopek & Associate Professional Corporation Full time

    We are currently seeking a Full-time CPA Student or a Newly designated CPA for our growing team. Chopek & Associates is a fast-growing accounting, tax and business consulting firm in Edmonton serving clients across Alberta. Our team of professionals use cutting-edge technology to drive growth while providing our clients with expert advice across diverse...

  • Associate Dentist

    5 days ago

    Edmonton, Canada GRIESBACH FAMILY DENTAL Full time

    We are looking for a dental associate to join our team! We have an opportunity for an associate dentist to start part-time and gradually move to full-time as a permanent position. Position is 4 days/week to start. Our office is friendly, modern and patient oriented. Ideal days for work are Mondays, Thursday, Friday and Saturdays but may be flexible. We are...

  • Supervisor, Registry Services

    4 weeks ago

    Edmonton, Canada Alberta Motor Association Full time

    AMA: **YOU'RE A CUSTOMER** **SERVICE** **_guru_** **.** - Posted: 2023_ - 11-30_ - Closing: Until filled_ - Location: Edmonton South_ When it comes to leading a team, you’re definitely the whole package - a team player, a supportive coach and always the enthusiastic cheerleader. You’re a natural leader who knows how to get things done and how to...

  • Client Solutions Associate, Commercial

    4 weeks ago

    Edmonton, Canada Gallagher Full time

    Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them...

  • Warehouse Associate

    4 weeks ago

    Edmonton, Canada Action Car and Truck Accessories Full time

    Action Car and Truck Accessories is Canada's only national car and truck accessory retailer and distributor to both the private and industry sectors. With our head office in Moncton, New Brunswick, we have 41 stores and distribution centres across the country. We are currently seeking a warehouse associate to join our Edmonton team. We have both full time...

  • Scotiamcleod Administrative Associate

    2 weeks ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 168269 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Depot Associate

    3 days ago

    Edmonton, Canada DMI (Digital Management, LLC) Full time

    About DMI DMI is a leading global provider of digital services working at the intersection of public and private sectors. With broad capabilities across IT managed services, cybersecurity, cloud migration and application development, DMI provides on-site and remote support to clients within governments, healthcare, financial services,...