PIA Client Service Associate
1 week ago
PIA Client Service Associate – TD Work Location: Barrie, Ontario, Canada Hours: 37.5 hours per week Line Of Business: TD Wealth Pay Details: $38,300 - $51,700 CAD (eligible for commission-based earnings) Employment type: Full‑time | Seniority level: Entry level | Job function: Other | Industries: Banking Job Description Preferred candidate identified. TD Private Wealth Management offers an opportunity to provide dedicated specialized administrative support to an Investment Advisor and team on diverse assignments. This frontline role delivers legendary customer experience to high‑value clients. Responsibilities 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 Become familiar with 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 e‑mail 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 Qualifications 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 Additional Information TD is deeply committed to career development and offers training, onboarding, mentorship and competitive benefits. We welcome applicants from all backgrounds. #J-18808-Ljbffr
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PIA Client Service Associate
2 weeks ago
Barrie, Canada TD Securities Full timePIA Client Service Associate Join TD Securities as a PIA Client Service Associate and provide dedicated, specialised administrative support to an Investment Advisor or team of Advisors. Your first impressions will create lasting relationships with high‑value clients while you manage and coordinate the information that drives successful investment...
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PIA Client Service Associate
2 weeks ago
Barrie, Canada TD Securities Full timePIA Client Service Associate Join TD Securities as a PIA Client Service Associate and provide dedicated, specialised administrative support to an Investment Advisor or team of Advisors. Your first impressions will create lasting relationships with high‑value clients while you manage and coordinate the information that drives successful investment...
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PIA Client Service Associate
2 weeks ago
Barrie, Canada TD Securities Full timePIA Client Service Associate Join TD Securities as a PIA Client Service Associate and provide dedicated, specialised administrative support to an Investment Advisor or team of Advisors. Your first impressions will create lasting relationships with high‑value clients while you manage and coordinate the information that drives successful investment...
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PIA Client Service Associate
2 weeks ago
Barrie, Canada TD Full timePIA Client Service Associate – TDWork Location: Barrie, Ontario, CanadaHours: 37.5 hours per weekLine Of Business: TD WealthPay Details: $38,300 - $51,700 CAD (eligible for commission-based earnings)Employment type: Full‑time | Seniority level: Entry level | Job function: Other | Industries: BankingJob DescriptionPreferred candidate identified. TD...
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PIA Client Service Associate
2 weeks ago
Barrie, Canada TD Full timePIA Client Service Associate – TDWork Location: Barrie, Ontario, CanadaHours: 37.5 hours per weekLine Of Business: TD WealthPay Details: $38,300 - $51,700 CAD (eligible for commission-based earnings)Employment type: Full‑time | Seniority level: Entry level | Job function: Other | Industries: BankingJob DescriptionPreferred candidate identified. TD...
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Client Service
2 weeks ago
Barrie, Canada TD Full timeUne institution financière à Barrie, Ontario, cherche un PIA Client Service Associate. Dans ce rôle, vous fournirez un support administratif spécialisé tout en offrant une expérience client légendaire. Les candidats doivent avoir de fortes compétences en communication et être prêts à participer à des cours de certification. Ce poste à temps...
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Wealth Client Service Associate
2 weeks ago
Barrie, Canada TD Securities Full timeA leading financial institution in Barrie, Ontario is seeking a PIA Client Service Associate to provide specialized administrative support to Investment Advisors. This role involves managing client interactions and documentation, ensuring compliance, and delivering exceptional client service. Ideal candidates should possess strong communication abilities and...
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Wealth Client Service Associate
2 weeks ago
Barrie, Canada TD Securities Full timeA leading financial institution in Barrie, Ontario is seeking a PIA Client Service Associate to provide specialized administrative support to Investment Advisors. This role involves managing client interactions and documentation, ensuring compliance, and delivering exceptional client service. Ideal candidates should possess strong communication abilities and...
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Wealth Client Service Associate
2 weeks ago
Barrie, Canada TD Securities Full timeA leading financial institution in Barrie, Ontario is seeking a PIA Client Service Associate to provide specialized administrative support to Investment Advisors. This role involves managing client interactions and documentation, ensuring compliance, and delivering exceptional client service. Ideal candidates should possess strong communication abilities and...
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Client Service Associate
1 week ago
Barrie, Canada Scotiabank Full timeRequisition ID: 149067 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Client Service Associate, Commercial Banking - Barrie, Ontario** **Job Purpose**: This role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed...
