PIA Client Service Associate

PIA 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 decisions. Work Location Barrie, Ontario, Canada Hours 37.5 hours per week Line of Business TD Wealth Pay Details $38,300 – $51,700 CAD per year. This role is eligible for commission‑based earnings. Job Description 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, and 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 by 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 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 RequirementsUndergraduate 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 Organisation (CIRO) within 6 months. Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently. Who We Are TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to more than 27 million households and businesses in Canada, the United States and around the world. TD is deeply committed to customer experience and we believe that all colleagues, no matter where they work, are customer facing. 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. Base salary, variable compensation, health & well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programmes are all part of the package. Additional Information 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 You’ll receive regular career, development and performance conversations with your manager, access to an online learning platform and mentoring programmes to help you unlock future opportunities. 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. Language Requirement (Quebec Only) Sans Objet Seniority level Entry level Employment type Full‑time Job function Other Industries Investment Banking We look forward to hearing from you #J-18808-Ljbffr