Pic Private Client Service Associate

5 months ago

Toronto, Canada TD Bank Full time

**PIC Private Client Service Associate**:

- 431508BR

**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 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.

**Job Details**

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 relevant experience
- Strong communication skills
- Canadian Securities Course (CSC) or Mutual Fund license would be considered an asset

**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, and reward and recognition programs.**How We Work**
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the TD community and experience our culture of care.**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. Every day, we deliver legendary customer

  • Pic Private Client Service Associate

    5 months ago

    Toronto, Canada TD Bank Full time

    **PIC Private Client Service Associate**: - 431055BR **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...

  • Pic Private Client Service Associate

    2 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. **Private Investment Counsel **provides the...

  • PIC Private Client Service Associate

    3 weeks ago

    Toronto, 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. Private Investment Counsel provides the highest level of interaction and personalized service with high net worth and...

  • Associate, Private Client Service Specialist

    1 month ago

    Toronto, Ontario, Canada CC&L Private Capital Full time

    About the RoleWe are seeking a highly skilled and experienced Associate to join our Private Client Service team at CC&L Private Capital. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesProvide personalized service to clients, responding to their...

  • Associate, Private Client Service Specialist

    1 month ago

    Toronto, Ontario, Canada CC&L Private Capital Full time

    About the RoleWe are seeking a highly skilled and experienced Associate to join our Private Client Service team at CC&L Private Capital. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesProvide personalized service to clients, responding to their...

  • Associate, Private Client Service Specialist

    4 weeks ago

    Toronto, Ontario, Canada CC&L Private Capital Full time

    About the RoleWe are seeking a highly skilled and experienced Associate to join our Private Client Service team at CC&L Private Capital. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesProvide expert-level client service and support to our private...

  • Pic Wealth Associate

    5 months 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 Associate

    5 months 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...

  • Avp, Private Banking Credit Solutions

    5 months 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 Services Associate

    5 months 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...

  • Private Client Service Associate

    3 weeks ago

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

    Job SummaryWe are seeking a highly organized and detail-oriented Private Client Service Associate to join our team. As a key member of our Private Investment Counsel team, you will provide exceptional administrative support to our Portfolio Managers, ensuring seamless client experiences.Key Responsibilities:Prepare client meeting materials and...

  • Private Client Service Associate

    5 months 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...

  • Private Client Service Associate

    3 weeks ago

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

    Job SummaryWe are seeking a highly organized and detail-oriented Private Client Service Associate to join our team at TD Private Wealth Management. As a key member of our team, you will provide exceptional administrative support to our Portfolio Managers, ensuring seamless client experiences and efficient operations.Key ResponsibilitiesPrepare client meeting...

  • Pic Regional Director, Central Canada

    1 month ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 191518 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job** The Regional Director, Private Investment Counsel (PIC) is responsible for the development and achievement of the region’s overall investment portfolio growth, sustainable revenue generation strategies, market...

  • PIC Portfolio Administrator, Private Investment Counsel

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 200753 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job:   To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related...

  • Intern, Private Client Service

    2 weeks ago

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

    **Intern, Private Client Service** **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 January to April 2025. **What do we offer a Private Client Intern?** A dynamic, fast-paced...

  • Private Client Associate

    4 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. In this role, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesRespond to client inquiries and resolve issues in a timely and professional...

  • Private Client Associate

    4 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. In this role, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesRespond to client inquiries and resolve issues in a timely and professional...

  • Pic Private Client Service Associate

    5 months ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Job Posting** **This role is responsible for providing consistent and accurate administrative, analytical and client service support to one or more Portfolio Manager(s).** **CUSTOMER** - **Prepare all documentation and provide updates to the...

  • Private Client Service Associate

    2 weeks ago

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

    Role OverviewThe Toronto-Dominion Bank (Canada) is seeking a skilled Private Client Service Associate to join our team. As a key member of our Private Investment Counsel team, you will provide exceptional administrative, analytical, and client service support to ensure a legendary customer experience.Key ResponsibilitiesAssist Portfolio Manager(s) in...