Pia Client Service Associate
2 days ago
**Work Location**:
Toronto, Ontario, Canada
**Hours**:
37.5
**Line of Business**:
TD Wealth
**Pay Details**:
$38,300 - $51,700 CAD
This role is eligible for commission based earnings.
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.
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
- 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 is 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. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing - and so will you.
**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. Learn more
**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
-
Pia Client Service Associate
7 months ago
Toronto, Canada TD Bank Full time**PIA Client Service Associate**: - 414583BR **Job Category - Primary** - Wealth Management **Work Location** - TD Centre - TD Tower - 66 Wellington Street West **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...
-
Pia Client Service Associate
7 months ago
Toronto, Canada TD Bank Full time**PIA Client Service Associate**: - 414777BR **Job Category - Primary** - Wealth Management **Work Location** - 2 St Clair Avenue East Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private...
-
Pia Client Service Associate
7 months ago
Toronto, Canada TD Bank Full time**PIA Client Service Associate**: - 426503BR **Job Category - Primary** - Wealth Management **Work Location** - 3280 Bloor Street West **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...
-
Pia Client Service Associate
7 months ago
Toronto, Canada TD Bank Full time**PIA Client Service Associate**: - 431250BR **Job Category - Primary** - Wealth Management **Work Location** - TD Centre - TD Tower - 66 Wellington Street West **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department...
-
Pia Client Service Associate
6 months ago
Toronto, Canada TD Bank Full time**PIA Client Service Associate**: - 425376BR **Job Category - Primary** - Wealth Management **Work Location** - 5140 Yonge Street **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth Management...
-
Pia Client Service Associate
7 months ago
Toronto, Canada TD Bank Full time**PIA Client Service Associate - Bilingual (French/English)**: - 426037BR **Job Category - Primary** - Wealth Management **Work Location** - TD Centre - South - 79 Wellington Street West **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Remote **Pay...
-
Pia Client Service Associate
7 months ago
Toronto, Canada TD Bank Full time**PIA Client Service Associate - Cantonese/Mandarin**: - 431998BR **Job Category - Primary** - Wealth Management **Work Location** - TD Centre - South - 79 Wellington Street West **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Remote **Pay...
-
Pia Client Service Associate
1 month ago
Toronto, Canada TD Bank Full time**Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $38,300 - $51,700 CAD This role is eligible for commission based earnings. TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice,...
-
Pia Client Service Associate
4 weeks ago
Toronto, Canada TD Bank Full time**Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $38,300 - $51,700 CAD This role is eligible for commission based earnings. **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly...
-
Pia Client Service Associate
3 months ago
Toronto, Canada TD Bank Full time**Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $38,300 - $51,700 CAD This role is eligible for a discretionary variable compensation award that considers business and individual performance. TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth...
-
Pia Client Service Associate
2 months ago
Toronto, Canada TD Bank Full time**Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $38,300 - $51,700 CAD This role is eligible for commission based earnings. TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice,...
-
Pia Client Service Associate
4 months ago
Toronto, Canada TD Bank Full time**Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **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...
-
Pia Client Relationship Associate
7 months ago
Toronto, Canada TD Bank Full time**Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **This role is responsible for providing Business and Relationship Management as well as planning support to one or more Investment Advisors (IA). The CRA will better enable IAs to deliver on PIA strategic priorities though effective practices that...
-
Centralized Client Service Associate
6 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 Wealth Private Investment Advice (PIA) is a premier full-service brokerage and investment management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling...
-
(Pia) Specialist
7 months ago
Toronto, Canada Arthur Grand Technologies Inc Full timeArthur Grand Technologies is currently seeking a highly motivated and skilled **Privacy Impact Assessment (PIA) Specialist - Senior** for one of our clients. **Position: Privacy Impact Assessment (PIA) Specialist - Senior** **Location: Toronto, Ontario (Hybrid)** - 3 days a week** **Duration: Long Term Contract** **Must haves**: - Minimum of 3 years’...
-
Ia Centralized Client Service Associate
7 months ago
Toronto, Canada TD Bank Full time**IA Centralized Client Service Associate - Cantonese/Mandarin**: - 430929BR **Job Category - Primary** - Wealth Management **Work Location** - TD Centre - South - 79 Wellington Street West **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay...
-
Ia Centralized Client Service Associate
4 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 Wealth Private Investment Advice (PIA) is a premier full-service brokerage and investment management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada, fulfilling...
-
Research Program and Project Pia Coordinator
7 months ago
Toronto, Canada ICES Central Full time**_Data. Discovery. Better Health._** **_ ICES is a world-leading health research and analytics institute. With a wealth of data and analytic expertise, we create trusted evidence that has changed health policy and practice and helps ensure better health for all._** **_ Ready to discover more with us? Join our outstanding, collaborative team where your...
-
Research Program and Project Pia Coordinator
7 months ago
Toronto, Canada ICES Central Full time**_Data. Discovery. Better Health._** **_ ICES is a world-leading health research and analytics institute. With a wealth of data and analytic expertise, we create trusted evidence that has changed health policy and practice and helps ensure better health for all._** **_ Ready to discover more with us? Join our outstanding, collaborative team where your...
-
Research Program
5 days ago
Toronto, Canada ICES Central Full time**_Data. Discovery. Better Health._** **_ ICES is a world-leading health research and analytics institute. With a wealth of data and analytic expertise, we create trusted evidence that has changed health policy and practice and helps ensure better health for all._** **_ Ready to discover more with us? Join our outstanding, collaborative team where your...
