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IA Client Service Associate
1 month ago
About the Role:
This is an exciting opportunity to join TD Bank as an IA Client Service Associate. As a key member of our team, you will be responsible for providing exceptional client service and support to our Investment Advisors (IAs). Your primary focus will be on preparing for client meetings, managing transactions, and reporting activities.
Key Responsibilities:
- Prepare documentation and provide updates to IAs in preparation for client meetings
- Create reports for analysis of client accounts
- Accept/create leads & ensure correct referral coding on TD Leads
- Review newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile 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
- Provide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full service brokerage
- Deliver a legendary (gold standard) client experience
- Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars
- Provide market quotes and track Dividends, RSPs, 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 ability to build relationships and work collaboratively, confidentially and independently
About Us:
TD Bank is a global leader in the financial services sector. We provide a legendary customer experience to over 27 million households and businesses in Canada, the US, and around the world. Our vision is to be a better bank, and our purpose is to enrich the lives of our customers, communities, and colleagues.
Our Total Rewards Program:
Our Total Rewards program reflects the investments we make to help our colleagues and their families achieve their mental, physical, and financial well-being goals. Total Rewards at TD includes base salary, variable compensation, and many other key plans, such as health and wellness benefits, savings and retirement plans, paid time off, banking perks and discounts, career development opportunities, and recognition programs.
Additional Information:
We are excited that you are considering a career at TD. We care about helping our colleagues succeed in their personal and professional lives. That's why we offer development conversations, training programs, and a competitive benefits package.
Please note that this position is subject to provincial employment regulations. It is essential to mention that each province and territory in Canada may have its own regulations and requirements.
Colleague Development:
Are you interested in a particular career path or looking to acquire certain skills? We want to set you on the path to success. You will have regular development conversations about career development, skills enhancement, and performance with your manager. A variety of mentoring programs and an online learning platform will also be available to help you open new doors.
Training and Onboarding:
We want to ensure you have the tools and resources you need to succeed in your new role. To that end, we will organize onboarding and training sessions.
Interview Process:
We will reach out to selected candidates to schedule an interview. We will do our best to communicate via email or phone with all candidates to inform them of our decision.
Accommodation Measures:
Accessibility is important to us. Please let us know of any accommodation measures (accessible meeting rooms, subtitles for virtual interviews, etc.) you may need to participate in the interview process without barriers.
