Current jobs related to PIA Client Service Associate - Waterloo, Ontario - The Toronto-Dominion Bank (Canada)
-
PIA Client Service Associate
3 weeks ago
Waterloo, Ontario, Canada TD Bank Full timeDescription du poste :Vous êtes admiré pour votre attention aux détails, vos normes exigeantes et votre volonté de faire vivre d'autres une expérience client légendaire à nos clients de haute valeur ? Si c'est le cas, alors rejoignez notre équipe dans la fonction PIA Service à la clientèle.Dans ce rôle, vous fournirez un soutien...
-
PIA Client Service Associate
3 weeks ago
Waterloo, Ontario, Canada TD Bank Full timeAssocié, Service à la clientèle, CPPLieu de travail: CanadaHoraire: 37.5Secteur d'activité: Gestion de patrimoine TDDétails de la rémunération: Nous avons à cœur d'offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre...
-
Client Service Manager
6 days ago
Waterloo, Ontario, Canada University of Waterloo Full timeOverview Term: 2 years The Campus Wellness Administration team serves the University of Waterloo community by supporting all units within Campus Wellness (Health Services, Counselling Services and Health Promotion) with effective, efficient, collaborative, and client-focused administrative service. The Client Service Manager, Health Services is...
-
Customer Service Associate
6 days ago
Waterloo, Ontario, Canada Savers Full timeDescription Position at Value Village Job Title: Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply...
-
Client Service Advocate
1 day ago
Waterloo, Ontario, Canada St. Joseph's Home Care Full timeAbout the OpportunityWe are seeking a dedicated and compassionate individual to join our team as a Client Service Advocate. In this role, you will be responsible for providing quality and compassionate care to our clients, enhancing their quality of life through personal care assistance, medication reminders, physical and cognitive support, and housekeeping...
-
Client Services Representative
6 days ago
Waterloo, Ontario, Canada BusPlanner Full time**Implementation Consultant Role**We are seeking a skilled and motivated Implementation Consultant to join our team. As an Implementation Consultant, you will play a key role in delivering our mission by leading implementation projects across our suite of software solutions. You will work closely with our Technical Solutions Specialists to ensure successful...
-
Customer Service Associate
1 week ago
Waterloo, Ontario, Canada Savers Full timeAs one of the largest for-profit thrift operators in the United States, Canada, and Australia for value-priced pre-owned clothing, accessories, and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used, one-of-a-kind items that have been donated by the community to...
-
Retail Associate
3 weeks ago
Waterloo, Ontario, Canada Aritzia Full timeRetail Associate - ConestogaApply for locations: Waterloo, ON, Canada (Conestoga)Time type: Part timePosted on: Posted 25 Days AgoJob requisition ID: R0016882THE TEAM The mission of the Retail team is to deliver world-class client experiences.THE OPPORTUNITY Your future starts now. Join our high-performance Retail team as we deliver Everyday Luxury to the...
-
Client Services Representative
3 days ago
Waterloo, Ontario, Canada OTIP (Ontario Teachers Insurance Plan) Full timeThe OTIP Group of Companies is dedicated to providing exceptional service and support to our clients. As a Senior Account Manager, you will play a key role in achieving this goal by building strong relationships with our stakeholders and plan sponsors.ResponsibilitiesAs a Senior Account Manager, your primary responsibilities will include:Supporting...
-
Global Client Services Director
6 days ago
Waterloo, Ontario, Canada Resulticks Inc. Full timeKey ResponsibilitiesComplete the Resulticks employee training program and become a subject matter expert in Resulticks' capabilities and services.Gather clients' campaign requirements and suggest ideas for improved communication and customer engagement.Communicate clients' desired outcomes to the internal development teams and manage end-to-end omnichannel...
-
Retail Associate
5 days ago
Waterloo, Ontario, Canada Aritzia Full timeThe Luxury RetailerCompany OverviewAritzia is a renowned luxury retailer known for its high-end fashion and exceptional customer service. Our boutiques offer a world-class shopping experience, providing clients with personalized attention and guidance to find the perfect product.Job DescriptionWe are seeking a skilled Retail Associate to join our team in one...
-
Administrative Services Associate
6 days ago
Waterloo, Ontario, Canada Frost Wealth Management Full timeAbout the RoleThis is a full-time on-site position for an Administrative Assistant in the financial sector. As part of our team, you will provide administrative support, onboard clients, collaborate with colleagues, manage phone communications, handle correspondence, and assist advisors in meeting preparation and clerical tasks.Our growing team offers...
-
Sales Associate-Conestoga
1 week ago
Waterloo, Ontario, Canada The Children's Place Full timeSales Associate-ConestogaSales Associate-ConestogaLocation: Waterloo, OntarioThe Children's Place (Place) has always been, and continues to be committed to providing equal employment opportunities to all of its associates and applicants for employment. It is therefore the policy of The Children's Place to hire, train and promote all of its associates and to...
-
Associate
6 days ago
Waterloo, Ontario, Canada Red Apple Full timeAbout Us Red Apple Stores is Canada's favourite chain of over 140 small-town general merchandise retail stores. For more than 20 years, branded as The Bargain Shop or Red Apple, we have been your reputable neighborhood retailers who bring you big brands, quality products, and big savings on food, fashion, home, and more at convenient locations in your...
-
Luxury Retail Sales Associate
3 hours ago
Waterloo, Ontario, Canada Aritzia Full timeThe Luxury Retail Sales Associate will play a key role in delivering world-class client experiences and supporting the successful delivery of sales opportunities. This includes collaborating with cross-functional partners to create seamless retail environments, curating merchandise assortments, and providing exceptional styling expertise.Key...
-
Facilities Team Associate
5 days ago
Waterloo, Ontario, Canada COMPASS GROUP CANADA Part time**About the Role:**We are seeking a reliable and skilled Facilities Team Associate to join our team at Compass Group Canada. As a Route Driver, you will be responsible for distributing commissary items to scheduled client facilities.**Key Responsibilities:Distribute commissary items to scheduled client facilities.Deliver commissary items to scheduled client...
-
Associate Director
1 day ago
Waterloo, Ontario, Canada BMO Full timeApplication Deadline:04/01/2025Address:20 Erb Street West Job Family Group:Commercial Sales & ServiceAbout Income Property Finance (IPF)The Income Property Finance team (IPF), is part of the Real Estate Finance team (REF) within Canadian Commercial Banking (CCB) and is responsible for the underwriting and management of clients in the Investor Owned...
-
Waterloo, Ontario, Canada Scotiabank Full timeTitle: Associate Director, National Accounts Agriculture Banking - Canadian Commercial BankingRequisition ID: 218123Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the National Accounts Agricultural Banking team ensuring specific individual goals, plans,...
-
Sales Floor Associate Leader
2 days ago
Waterloo, Ontario, Canada American Eagle Outfitters Inc. Full timeAre you a people person who thrives in a fast-paced retail environment? Do you have a passion for fashion and a desire to deliver exceptional customer experiences? We are seeking a Sales Floor Associate Leader to join our team at American Eagle Outfitters Inc.About the Role:Lead by example, demonstrating a 'friends first' approach to customer service, using...
-
Client Advisor
10 hours ago
Waterloo, Ontario, Canada Royal Bank of Canada> Full timeJob Summary Job DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to...
PIA Client Service Associate
1 week ago
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 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.
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.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
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
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
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.
We look forward to hearing from you
Language Requirement (Quebec only):
Sans Objet