Pic Private Client Service Associate

6 months ago

Mississauga, Canada TD Bank Full time

**Work Location**:
Mississauga, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**Department Overview**:
**The Private Client Services is one of Canada's largest Wealth Management companies, providing a unique suit of fully integrated banking, investment, insurance and estate and trust solutions to high net worth individuals. With an approach based on establishing close-knit, long term, confidential relationships with a select client base, TD Private Client Services provides individually structured, high-end wealth management solutions to its clients that bring together the expertise and resources of a team of multi-disciplinary experts to provide greater financial flexibility. The Private Client Service Associate is responsible for providing consistent and accurate administrative, analytical and service support to a Portfolio Manager(s). They act as a secondary contact for the Portfolio Manager’s relationships.**

**Job Description**:
**Working as a team to generate results based on the book of business, profitability, sales revenue and partner referral targets.**

**Customer Service**:

- **Provide exceptional customer service at every customer interaction.**
- **Internal Practices and Process**:

- **Adherence to both professional practices and standards and TD Bank Group processes and controls.**
- **People Development**:

- **Contribute to the success of the business through personal efforts and achieve knowledge, competency and accreditation requirements for the position by participating in internal Bank courses and any required external courses.**

**Job Requirements**:

- **Mutual Fund Licensed.**
- **CSC or 1 year to complete CSC.**
- **Demonstrated experience in professional services and experience in dealing with affluent clients is required.**
- **Knowledge of MSWord, Excel, PowerPoint**

**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 and at home.**

**Colleague Development**
**If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we’re committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
**We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.**

**Interview Process**
**Accommodation**
**Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

  • Citation Captains

    4 months ago

    Mississauga, Canada Private Air Inc. Full time

    Company Name: Private Air Inc. Launched in 2008 as part of the Levaero Group of Companies, Private Air has evolved into one of Canada’s premier aircraft charter and management companies, serving leading corporations and business leaders. Our extensive experience in the aviation industry ensures that our customers always have direct access to the expertise...

  • Citation Captain

    6 months ago

    Mississauga, Canada Private Air Inc. Full time

    Company Name: Private Air Inc. Launched in 2008 as part of the Levaero Group of Companies, Private Air has evolved into one of Canada’s premier aircraft charter and management companies, serving leading corporations and business leaders. Our extensive experience in the aviation industry ensures that our customers always have direct access to the expertise...

  • Client Solutions Manager, Private Client Services

    6 months ago

    Mississauga, Canada Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Embraer Jet Captains

    2 weeks ago

    Mississauga, Canada AirSprint Private Aviation Full time

    **Reporting to**: Respective Chief Pilot **Location**: Toronto (CYYZ) and Montreal (CYUL) **Work Schedule**: 16 days on/12 days off (standard), 14/14, 18/10 (on an as available basis) **The big picture**: Have your career take off with us! As a Pilot at AirSprint, you are responsible for ensuring the safe and efficient operation of AirSprint aircraft...

  • Client Service Representative- Private Client

    6 months ago

    Mississauga, Canada Innotech-Execaire Aviation Group Full time

    The CSR is responsible for (but not limited to) the following: - Ensure Private lounge is properly tended for all aircraft Arrivals/ Departures - Replenish any missing amenities accordingly from lounge - Assist Clients with any of their requests - Maintain aircraft orderliness as well as commissary room to the highest standards - Ensure items to be placed...

  • Private Household Caregiver

    6 days ago

    Mississauga, Ontario, Canada Private Household Full time

    About the PositionWe are seeking a reliable and compassionate Caregiver to join our private household team.Job SummaryThis is a live-in position that requires providing exceptional care and support to our clients in their home environment.ResponsibilitiesPet Care: Assist with feeding, walking, and playing with pets as needed.Household Chores: Perform light...

  • Pia Client Service Associate

    7 months ago

    Mississauga, Canada TD Bank Full time

    **PIA Client Service Associate**: - 418162BR **Job Category - Primary** - Wealth Management **Work Location** - 20 Milverton Drive **Employment Type** - Regular **City** - Mississauga **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...

  • Client Solutions Manager, Private Client Services

    3 weeks ago

    Mississauga, Canada Jones DesLauriers Insurance Management Inc. Full time

    Home // Careers // Client Manager, Private Client Solutions Client Manager, Private Client SolutionsMISSISSAUGA, ON| Reporting to: VP, Personal Lines OperationsPOSITION OVERVIEWJones DesLauriers is hiring a Personal Insurance VIP Client Manager and will report to the Vice President, Personal Operations, Personal Insurance. The successful...

  • Pia Client Service Associate

    1 month ago

    Mississauga, Canada TD Bank Full time

    **Work Location**: Mississauga, 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

    1 month ago

    Mississauga, Canada TD Bank Full time

    **Work Location**: Mississauga, 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...

  • Childcare Provider for Private Household

    2 weeks ago

    Mississauga, Ontario, Canada private household Full time

    **Job Summary:**We are seeking a reliable and caring Childcare Provider to join our private household. As a key member of our team, you will be responsible for providing top-notch childcare services to our family.Responsibilities:Assume full responsibility for the household in the absence of parentsPerform light housekeeping and cleaning dutiesDiscipline...

  • Private Aviation Flight Representative

    6 months ago

    Mississauga, Canada Air Charter Service Full time

    Company Description **ABOUT AIR CHARTER SERVICE** Every Air Charter Service client, worldwide, is allocated a dedicated, highly experienced account manager who can provide the perfect charter solution quickly and effectively, every time. Our phones are manned 24/7, 365 days a year. Each charter is monitored closely, and all appropriate updates are reported...

  • PIA Client Service Associate

    1 month ago

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

    Description : 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...

  • PIA Client Service Associate

    1 month ago

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

    Description : 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...

  • Client Service Associate

    7 months ago

    Mississauga, Canada Northbridge Financial Corporation Full time

    We’re Federated Insurance. We’ve proudly been serving Canadian businesses for 100 years. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to focusing on our customers’ unique needs and we go above and beyond to help Canadian businesses have a safer and brighter future. We’re a...

  • Client Service Associate

    7 months ago

    Mississauga, Canada Northbridge Financial Corporation Full time

    Nous sommes Les assurances Federated. Nous servons les entreprises canadiennes avec fierté depuis 100 ans. Nous sommes reconnus comme étant l’un des plus importants fournisseurs d’assurance des entreprises au Canada. Nos employés sont engagés à répondre aux besoins particuliers de nos clients, et nous faisons tout en notre pouvoir pour aider les...

  • Trusted Childcare Provider for Private Home

    5 days ago

    Mississauga, ON, Canada Private Home Full time

    Job OverviewWe are seeking a reliable and caring individual to provide top-notch childcare services in a private home setting. The ideal candidate will create a safe, nurturing, and stimulating environment where children can thrive and develop.Key Responsibilities:Provide quality childcare, including meal preparation and household dutiesCare for pets and...

  • Ecommerce Client Service Associate

    1 day ago

    Mississauga, Canada Lowe Martin Company Inc Full time

    Job Title: Client Services Associate Location: Mississauga, ON **About Us** At Lowe Martin, we pride ourselves on delivering exceptional service and innovative solutions to our clients. We are looking for a dedicated Client Services Associate to join our LMX team and contribute to our mission of excellence in customer care. **Role Summary** As a Client...

  • Citation Jet Captain

    1 week ago

    Mississauga, Canada AirSprint Private Aviation Full time

    Reporting to: Respective Chief PilotLocation: Toronto (CYYZ) and Montreal (CYUL)Work Schedule: 16 days on/12 days off (standard), 14/14, 18/10 (on an as available basis) The big picture:Have your career take off with us! As a Pilot at AirSprint, you are responsible for ensuring the safe and efficient operation of AirSprint aircraft throughout the Americas,...

  • Client Service Associate

    3 months ago

    Mississauga, Canada Assante Wealth Management Full time

    Assante Wealth Management is one of Canada’s largest professional services firms in the financial industry. Assante is a leader in delivering integrated wealth management solutions to Canadians. We offer a comprehensive suite of services that includes risk management, estate planning, tax planning as well as investment planning. We are currently hiring a...