Pia Client Service Associate

4 weeks 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 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

**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 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 and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because 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 well-being benefits including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development

  • Pia Client Service Associate

    4 days ago

    Toronto, Canada TD Bank Full time

    **PIA Client Service Associate**: - 415542BR **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

    2 days 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

    2 weeks ago

    Old Toronto, Canada TD Bank Full time

    Associé, Service à la clientèle, CPPLieu de travail : Toronto, Ontario, CanadaHoraire : 37.5Secteur d’activité : Gestion de patrimoine TDDétails de la rémunération : $38,300 - $51,700 CAD. Ce poste est admissible à des revenus de commission.En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une...

  • [Urgent] PIA Client Service Associate

    2 weeks ago

    Toronto, Canada TD Bank Full time

    Associé, Service à la clientèle, CPP Lieu de travail : Toronto, Ontario, Canada Horaire : 37.5 Secteur d’activité : Gestion de patrimoine TD Détails de la rémunération : $38,300 - $51,700 CAD. Ce poste est admissible à des revenus de commission. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à...

  • Pia Client Service Associate

    2 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. 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 days 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

    1 day ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    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 relationship with a dedicated and professional Investment...

  • Bhjob15656 18621 - Privacy Impact Assessment (Pia)

    4 days ago

    Toronto, Canada Myticas Consulting Full time

    **Privacy Impact Assessment (PIA) Specialist** Hypid **- **3 Days OnSite (Toronto) 12 Months + Option to Extend **Must Haves**: - Minimum 3 years’ health privacy experience conducting privacy impact assessments (PIAs) on medium high complexity projects - Minimum 5 years’ direct operational level privacy experience in a health sector and/or IT...

  • Centralized Manager Client Services

    19 hours 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 Wealth Management 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 the...

  • Administrateur de services clients PIA hautement qualifié

    3 days ago

    Old Toronto, Canada TD Bank Full time

    PrésentationTD Private Wealth Management prend une approche sophistiquée et holistique pour découvrir les objectifs de la planification du patrimoine et de la protection, afin de fournir des conseils, des solutions et un service extrêmement personnalisés aux clients.En tant qu'investisseur privé, TD Private Investment Advice offre à ses clients...

  • Pia Specialist

    4 weeks ago

    Toronto, Canada Speridian Technologies Canada Inc. Full time

    **Key Responsibilities** **1. Health Sector & Digital Health Experience** - Leverage strong understanding of Ontario’s healthcare system, structures, and processes to ensure privacy considerations align with provincial health service delivery. - Work with key stakeholders across the health sector, including ministry delivery partners and digital health...

  • Manager, Privacy Advisory Services

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 170564 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Enterprise Privacy Office globally, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....

  • Ia Centralized Client Service Associate

    3 weeks ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $51,400 - $72,600 CAD This role is eligible for a discretionary variable compensation award that considers business and individual performance. Are you admired for your attention to detail, exacting standards and willingness to help others...

  • IA Centralized Client Service Associate

    2 weeks ago

    Old Toronto, Canada TD Bank Full time

    Assoc., Service à la client. centralisé, Conseils de placement Lieu de travail : Toronto, Ontario, Canada Horaire : 37.5 Secteur d’activité : Gestion de patrimoine TD Détails de la rémunération : $51,400 - $72,600 CAD. Ce poste est admissible à une prime de rémunération variable discrétionnaire qui tient compte du rendement de l’entreprise et...

  • IA Centralized Client Service Associate

    1 day ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : 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...

  • Senior Privacy Expert with AI governance experience required to provide privacy and AI governance consulting and development services

    2 weeks ago

    Toronto, Canada S.i. Systems Full time

    Our GTA based, Municipal Government client requires the services of a Senior Privacy Expert with AI governance experience to provide privacy and AI governance consulting and development services.ROLE:Our Municipal Government client maintains a privacy program, including but not limited to privacy, access and records management policies and the completion of...

  • Client Services Associate

    1 day ago

    Toronto, Ontario, Canada Outreach Management Full time

    Outreach Management is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there...

  • Privacy Impact Assessment

    2 days ago

    Toronto, Canada EBF Full time

    on behalf of our client on Public Sector. we are looking for contract **Privacy Impact Assessment (PIA) Specialist** Duration: 6 months Description **MUST HAVES**: - Strong understanding of Ontario’s privacy regulations/policies/frameworks, and how they are applied to individuals and organizations in the use and protection of personal health...

  • Client Service Associate

    3 days ago

    Toronto, Canada Echelon Wealth Partners Full time

    **JOB TITLE**: Client Service Associate (VESTCAP Investment Management) **LOCATION**: Toronto, ON **INDUSTRY**: Financial Services **COMPANY OVERVIEW**: Vestcap Investment Management is a boutique, Canadian-owned-and-operated portfolio management firm, known for our client-centered approach and entrepreneurial spirit. Vestcap is a compelling option for...

  • IA Client Service Associate

    2 weeks ago

    Old Toronto, Canada TD Bank Full time

    IA Client Service AssociateLocation: Toronto, Ontario, CanadaSchedule: 37.5 hours per weekSector: TD Wealth ManagementJob Description:This role is responsible for being the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports in preparing for client meetings (including Annual...