Client Service Associate

2 weeks ago

Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time
About the Role

This is a 12-month short-term assignment with The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will be the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). Your key responsibilities will include:

Key Responsibilities
  • Preparing documentation and providing updates to IA(s) in preparation for client meetings
  • Creating reports for analysis of client accounts
  • Accepting and creating leads, ensuring correct referral coding on TD Leads
  • Reviewing newly posted marketing content and determining if it is relevant for clients; submitting marketing pieces for approval and compiling client information packages
  • Familiarity and adherence to compliance requirements as outlined in PIA's policies and procedures, including all aspects of new and existing account documentation and marketing materials
  • Providing a high level of client service for all non-advice activities, including responding to client requests via phone and email based on knowledge of full-service brokerage
  • Delivering a legendary client experience
  • Executing tasks related to the Sales and Client Engagement model/client segmentation and supporting 4 Wealth pillars
  • Providing market quotes and tracking dividends, RSPs, and RIFs
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 the ability to build relationships and work collaboratively, confidentially, and independently
About Us

The Toronto-Dominion Bank (Canada) 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.

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.

  • Client Service Associate

    1 week ago

    Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will provide exceptional administrative support to our Investment Advisors, ensuring seamless and efficient service to our clients.Key ResponsibilitiesProvide high-quality...

  • Client Service Associate

    1 week ago

    Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will provide exceptional administrative support to our Investment Advisors, ensuring seamless and efficient service to our clients.Key ResponsibilitiesProvide high-quality...

  • Client Service Associate

    5 days ago

    Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and motivated Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded.Key ResponsibilitiesProvide dedicated support to one or...

  • Client Service Associate

    5 days ago

    Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled and motivated Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded.Key ResponsibilitiesProvide dedicated support to one or...

  • Client Service Associate

    1 day ago

    Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team. As a key member of our client service team, you will provide exceptional support to our Investment Advisors and other branch staff, ensuring seamless and efficient delivery of administrative services.Key ResponsibilitiesProvide accurate and timely...

  • Client Service Associate

    23 hours ago

    Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team. As a key member of our client service team, you will provide exceptional support to our Investment Advisors and other branch staff, ensuring seamless and efficient delivery of administrative services.Key ResponsibilitiesProvide accurate and timely...

  • Client Service Associate

    1 week ago

    Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleThis is a 12-month short-term assignment with The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will be the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). Your key responsibilities will include:Key ResponsibilitiesPreparing documentation and providing...

  • Client Service Associate

    1 week ago

    Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleThis is a 12-month short-term assignment with The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will be the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). Your key responsibilities will include:Key ResponsibilitiesPreparing documentation and providing...

  • Tax Associate

    1 week ago

    Vancouver, British Columbia, Canada Canaccord Genuity Corp. Full time

    Job SummaryWe are seeking a highly skilled Tax Associate to join our Client Tax department in Vancouver on a 6-month contract. As a Tax Associate, you will work closely with our department manager to adopt and apply all CRA/RQ and IRS regulations and updates, as they relate to our various products for our predominantly Canadian Wealth Management client...

  • Tax Associate

    1 week ago

    Vancouver, British Columbia, Canada Canaccord Genuity Corp. Full time

    Job SummaryWe are seeking a highly skilled Tax Associate to join our Client Tax department in Vancouver on a 6-month contract. As a Tax Associate, you will work closely with our department manager to adopt and apply all CRA/RQ and IRS regulations and updates, as they relate to our various products for our predominantly Canadian Wealth Management client...

  • Trust Associate

    2 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Trust Associate to join our Scotia Wealth Management team in Vancouver, Canada. As a key member of our team, you will provide exceptional client service and administrative support to our Trust Officers and their clients.Key ResponsibilitiesProvide proactive administrative support to Trust Officers, including...

  • Trust Associate

    2 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Trust Associate to join our Scotia Wealth Management team in Vancouver, Canada. As a key member of our team, you will provide exceptional client service and administrative support to our Trust Officers and their clients.Key ResponsibilitiesProvide proactive administrative support to Trust Officers, including...

  • Registration Associate

    2 days ago

    Vancouver, British Columbia, Canada Abacus Service Corporation Full time

    Registration Associate Job Description **Event Support Role** We are seeking a highly organized and customer-focused individual to support our registration team at the JW Client Parq Vancouver. As a Registration Associate, you will play a key role in ensuring a smooth and enjoyable experience for our attendees. **Key Responsibilities:** * Assist with the...

  • Registration Associate

    2 days ago

    Vancouver, British Columbia, Canada Abacus Service Corporation Full time

    Registration Associate Job Description **Event Support Role** We are seeking a highly organized and customer-focused individual to support our registration team at the JW Client Parq Vancouver. As a Registration Associate, you will play a key role in ensuring a smooth and enjoyable experience for our attendees. **Key Responsibilities:** * Assist with the...

  • Animal Care Specialist and Client Service Associate

    4 weeks ago

    Vancouver, British Columbia, Canada VCA Full time

    Animal Care Specialist and Client Service Associate We invite you to become a vital part of our team as an Animal Care Specialist and Client Service Associate. In this role, you will play a crucial part in ensuring that both our clients and their beloved pets receive the utmost care and attention. Your responsibilities will encompass: Supporting veterinary...

  • IA Client Service Associate

    2 weeks ago

    Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:We are seeking a highly organized and detail-oriented Client Service Associate to provide dedicated administrative support to our Investment Advisors. As a valued member of our team, you will play a critical role in ensuring the smooth operation of our business.About the Role:As a Client Service Associate, you will be responsible for:Preparing...

  • Client Service Liaison

    1 week ago

    Vancouver, British Columbia, Canada Banfield Pet Hospital Full time

    At Banfield Pet Hospital, we are seeking a highly skilled Client Service Coordinator to drive the flow of clients and pets through our hospital. As a key member of our team, you will be responsible for maximizing the productivity of our veterinary medical team, ensuring good communication with associates and clients, and coordinating the care of clients and...

  • Client Service Liaison

    1 week ago

    Vancouver, British Columbia, Canada Banfield Pet Hospital Full time

    At Banfield Pet Hospital, we are seeking a highly skilled Client Service Coordinator to drive the flow of clients and pets through our hospital. As a key member of our team, you will be responsible for maximizing the productivity of our veterinary medical team, ensuring good communication with associates and clients, and coordinating the care of clients and...

  • Wealth Management Associate

    2 weeks ago

    Vancouver, British Columbia, Canada NBC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our client service team, you will play a critical role in providing exceptional support to our investment advisors and clients.Key ResponsibilitiesClient Service: Provide superior customer service to clients, responding...

  • Client Service Liaison

    2 days ago

    Vancouver, British Columbia, Canada Banfield Pet Hospital Full time

    Client Service Coordinator Role SummaryAt Banfield Pet Hospital, we're seeking a skilled Client Service Coordinator to drive the flow of clients and pets through our hospital. This role is critical to maximizing the productivity of our veterinary medical team, ensuring excellent communication with associates and clients, and coordinating the care of clients...