Pia Client Service Associate

5 days ago

Victoria, Canada TD Bank Full time

**Work Location**:
Victoria, British Columbia, 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 Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

**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 me

  • Pia Client Service Associate

    5 months ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $38,300 - $51,700 CAD This role is responsible for being the 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...

  • Client Service Associate

    5 months ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $38,300 - $51,700 CAD **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...

  • Associate Director, IT Security

    3 weeks ago

    Victoria, Canada Camosun College Full time

    The Associate Director, IT Security plays a vital role in securing the College’s digital assets, including proprietary and sensitive information. The Associate Director, IT Security is responsible for establishing and maintaining an enterprise IT security strategy through strategic initiatives, policy development, architecture design, implementation and...

  • Associate Director of Project Management Services

    3 weeks ago

    Victoria, Canada Camosun College Full time

    p>The Associate Director, IT Security plays a vital role in securing the College’s digital assets, including proprietary and sensitive information. The Associate Director, IT Security is responsible for establishing and maintaining an enterprise IT security strategy through strategic initiatives, policy development, architecture design, implementation and...

  • Client Associate

    3 months ago

    Victoria, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Warehouse Stocking Associate

    2 weeks ago

    Victoria, British Columbia, Canada Canadian Tire Associate Store # 0365 Full time

    About the RoleCanadian Tire is seeking a detail-oriented and physically capable Warehouse Stocking Associate to join our team at Store #0365. As a key member of our store team, you will be responsible for receiving and stocking merchandise, maintaining a clean and organized warehouse environment, and providing exceptional customer service.Job...

  • Clk 9r

    1 month ago

    Victoria, Canada BC Public Service Full time

    Posting Title- CLK 9R - Client Service Agent- Position Classification- Clerk R9- Union- GEU- Work Options- Hybrid- Location- Victoria, BC V9B 6X2 CA (Primary) - Salary Range- $50,190.86 - $56,546.21 annually- Close Date- 11/1/2024- Job Type- Regular Full Time- Temporary End Date- 5/31/2025- Ministry/Organization- BC Public Service -> Public Safety & Sol...

  • Client Solutions Associate

    2 months ago

    Victoria, Canada Gallagher Full time

    Overview As the Client Solutions Associate, you will be providing administrative support to a Client Services Team. Together you deliver tailored Insurance solutions, ensuring our clients are thoroughly protected against the effects of damage to commercial property and assets, loss of income due to unforeseen incidents or even damages to third parties. This...

  • Co-op Level 1

    3 months ago

    Victoria, Canada BC Public Service Full time

    Posting Title- CO-OP Level 1 - Audit Associate Co-op- Position Classification- Coop Education Train Prgm Lv1- Union- N/A- Work Options- Location- Victoria, BC V9B 6X2 CA (Primary) - Salary Range- $48,883.26 annually, $1,873.69 bi-weekly- Close Date- 9/27/2024- Job Type- Temporary (Co-op)- Temporary End Date- 6/27/2025- Ministry/Organization- BC Public...

  • Client Solutions Associate

    2 months ago

    Victoria, Canada Gallagher Full time

    **Introduction**: 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...

  • Client Service Manager

    5 months ago

    Victoria, Canada Canadian Red Cross Full time

    **Title**:Client Service Manager **Employee Working Location**: Office/In-person (Offices: Victoria, Burnaby, Kelowna or Prince George, BC) **Employment status**: Permanent, full-time **Salary band**: $58,126 - $72,657/year The Canadian Red Cross (CRC) - one of the most inspirational not-for-profit organizations on this planet and an awardee on the...

  • Pic Client Relationship Associate

    5 months ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $59,500 - $84,000 CAD **Job Posting** The Client Relationship Associate (CRA) provides Business and Relationship Management as well as planning support to one or more Portfolio Managers (PM). The CRA will better enable PMs to deliver on...

  • Client Services Coordinator

    3 months ago

    Victoria, Canada Leede Financial Inc. Full time

    **Executive Assistant/Client Service Coordinator** Stephen Whipp Financial is a small associate wealth management services office of Leede Financial Inc. currently located in downtown Victoria. Stephen Whipp Financial specializes in ethical/responsible investing. The Executive Assistant/Client Servicing Coordinator (referred to as the Executive Assistant in...

  • Team Lead, Client Services

    6 months ago

    Victoria, Canada Sephora Full time

    **Job ID**: 232003 **Store Name/Number**: BC-Victoria (0546) **Address**: 3147 Douglas Street, Victoria, BC V8Z 6E3, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Team Lead, Client Services, you will be supporting all departments on the sales floor within a specific Sephora location....

  • Associate Director, IT Security

    3 weeks ago

    Victoria, Canada Camosun College Full time

    Job Description The Associate Director, IT Security plays a vital role in securing the College’s digital assets, including proprietary and sensitive information. The Associate Director, IT Security is responsible for establishing and maintaining an enterprise IT security strategy through strategic initiatives, policy development, architecture design,...

  • Junior Accounting and HR Associate

    6 months ago

    Victoria, Canada Robbins Parking Service Ltd. Full time

    Robbins Parking Service is excited to be recruiting for a full time position as a Junior Accounting and HR Associate at our Head Office in Downtown Victoria. Robbins Parking Service is a Vancouver Island based company which was established in 1958 and has grown to become the Islands leading parking solutions provider. As a company we have experienced a lot...

  • Team Lead, Client Services

    2 months ago

    Victoria, Canada Sephora Full time

    ​*You’ll love working here…*As Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Colour, Skincare, Sephora Collection or Fragrance or a combination of these. You will be responsible for ensuring that all members of the team execute Sephora’s selling...

  • Team Lead, Client Services

    3 months ago

    Victoria, Canada Sephora Full time

    ​*You’ll love working here…*As Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Colour, Skincare, Sephora Collection or Fragrance or a combination of these. You will be responsible for ensuring that all members of the team execute Sephora’s selling...

  • Team Lead, Client Services

    3 months ago

    Victoria, Canada Sephora Full time

    ​*You’ll love working here…*As Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Colour, Skincare, Sephora Collection or Fragrance or a combination of these. You will be responsible for ensuring that all members of the team execute Sephora’s selling...

  • Team Lead, Client Services

    4 weeks ago

    Victoria, Canada Sephora Full time

    ​*You’ll love working here…*As Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Colour, Skincare, Sephora Collection or Fragrance or a combination of these. You will be responsible for ensuring that all members of the team execute Sephora’s selling...