Pic Private Client Service Associate

1 month ago

Toronto, 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**
- #LI-POST

**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

**Hours/Availability Detail**
- Monday - Friday, 8:00 AM - 7:00 PM EST

**Business Line**
- TD Wealth

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

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

**City (Primary)**
- Toronto

**Work Location**
- TD Centre - South - 79 Wellington Street West

**ProvState 2**
- Ontario

**City(s) 2**
- Ottawa

**ProvState 3**
- Alberta

**City(s) 3**
- Calgary

**ProvState 4**
- Alberta

**City(s) 4**
- Edmonton

**ProvState 5**
- British Columbia

**City(s) 5**
- Vancouver

**ProvState 6**
- British Columbia

**City(s) 6**
- Victoria

**ProvState 7**
- Manitoba

**City(s) 7**
- Winnipeg

**ProvState 8**
- Nova Scotia

**City(s) 8**
- Halifax

**ProvState 9**
- Saskatchewan

**City(s) 9**
- Regina

**ProvState 10**
- Saskatchewan

**City(s) 10**
- Saskatoon

**Job Expires**
- 07-Mar-2023

  • Pic Private Client Service Associate

    7 days ago

    Toronto, 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...

  • Pic Private Client Service Associate

    1 month ago

    Toronto, Canada TD Bank Full time

    407267BR Wealth Management Toronto, ON April 25, 2023 Company Overview 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...

  • Pic Private Client Service Associate

    7 days ago

    Toronto, Canada TD Bank Full time

    412483BR Wealth Management Toronto, ON June 23, 2023 Company Overview 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...

  • Pic Private Client Service Associate

    1 month ago

    Toronto, 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...

  • Pic Client Relationship Associate

    1 month ago

    Toronto, Canada TD Bank Full time

    407311BR Wealth Management Toronto, ON April 26, 2023 Company Overview 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...

  • Pic Client Relationship Associate

    1 month ago

    Toronto, 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...

  • Pic Wealth Associate

    2 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 180505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The Wealth Associate role has been created as a means to develop client-focused talent in Private Investment Counsel. Wealth Associates will be supported in their development by working closely with Market Leads,...

  • Private Client Services Associate

    1 day ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Services Associate **to join our Toronto office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

  • Avp, Private Banking Credit Solutions

    1 month ago

    Toronto, Canada TD Bank Full time

    Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: **Job Description**: Associate Vice President Profile: Associate Vice Presidents (AVPs) at TD Bank Group contribute to the overall reputation of TD. As executives, AVPs help to set the ethical, organizational and performance standard for the teams they lead and...

  • Private Client Associate

    1 month ago

    Toronto, Canada K.J. Harrison & Partners Inc. Full time

    **Responsibilities**: - Work closely with the Private Client Principal in all facets of business development and ongoing relationship management and servicing of our clients - Prepare presentation materials for Private Client Team Principal - Answer phones and respond to client inquiries promptly and professionally - Prepare and maintain all client account...

  • Private Client Service Associate

    1 day ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

  • Manager Client Services

    1 day ago

    Toronto, Canada TD Bank Full time

    **Manager Client Services - Private Trust**: - 425221BR **Job Category - Primary** - Wealth Management **Work Location** - 2 St Clair Avenue East Corporate, 220 Commerce Valley Drive West Corporate, 5515 North Service Road **Employment Type** - Regular **City** - Burlington, Markham, Toronto **Time Type** - Full Time **Province/State** -...

  • Private Client Intern

    1 day ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Intern** **Fall Term (September - December 2024)** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based **Private Client Services Team **for a **4-month term **from September 2024 to December 2024. **What do we offer a...

  • Private Client Associate

    4 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Private Client Associate

    1 month ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Market Lead, Private Investment Counsel

    5 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 186363 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: The Market Lead oversees and leads a team of investment professionals in the Central Ontario Region market who are responsible for the achievement of defined revenue production goals. This is a producing role...

  • Private Client Service Associate, Credit Solutions

    2 days ago

    Toronto, Canada TD Bank Full time

    412868BR Wealth Management Toronto, ON June 28, 2023 Company Overview Department Overview The Credit Solutions Group is focused on helping to create and implement complex structured financial solutions for Ultra High Net Worth and High Net Worth individuals, families, and business leaders. The department brings value through custom loan structures that...

  • Private Client Service Associate, Credit Solutions

    2 days ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** The Credit Solutions Group is focused on helping to create and implement complex structured financial solutions for Ultra High Net Worth and High Net Worth individuals, families, and business leaders. The department brings value through...

  • Associate Private Banker

    4 days ago

    Toronto, Canada Scotiabank Full time

    Purpose: The Associate Private Banker is a portfolio management support role responsible for contributing to the management and development of client, through the sound administration of assigned accounts and the delivery of the highest standard of personal service. The Associate Private Banker possesses the skills and product knowledge to deliver...

  • Associate Private Banker

    1 day ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 175444 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you will be doing**: We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned...