PIA Client Service Associate
7 days ago
Work Location Edmonton, Alberta, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $43,300 - $56,700 CAD (includes commission based earnings). Job Description 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 a one‑on‑one relationship with a dedicated and professional Investment Advisor while maintaining active participation in decisions regarding their investment portfolio. It is a very special and supportive place to begin and grow a lasting, progressive, and rewarding career in wealth. 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 and 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. Requirements Undergraduate degree or community college diploma preferred. Successful candidates will be required to be licensed as an Investment Representative (IR) with Canadian Investment Regulatory Organization (CIRO). Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently. #J-18808-Ljbffr
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PIA Client Service Associate
7 days ago
Edmonton, Canada TD Securities Full timeApply for the PIA Client Service Associate role at TD Securities Work Location : Edmonton, Alberta, Canada Hours : 37.5 Line Of Business : TD Wealth Pay Details : $43,300 - $56,700 CAD (Commission based earnings) TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are...
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PIA Client Service Associate
5 days ago
Edmonton, Canada The Toronto-Dominion Bank (Canada) Full timeDescription :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 (IA),...
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PIA Client Service Associate
2 weeks ago
Edmonton, Alberta, Canada TD Full time $38,300 - $51,700Work Location:Edmonton, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$38,300 - $51,700 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...
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PIA Client Service Associate
1 week ago
Edmonton, Alberta, Canada TD Full timeWork Location:Edmonton, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$38,300 - $51,700 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...
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PIA Client Service Associate
3 days ago
Edmonton, Alberta, Canada TD Securities Full timeWork Location:Edmonton, Alberta, CanadaHours37.5Line Of BusinessTD WealthPay Details$43,300 - $56,700 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...
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PIA Client Service Associate
12 hours ago
Edmonton, Alberta, Canada TD Full time $43,300 - $56,700Work Location:Edmonton, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$43,300 - $56,700 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...
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Private Wealth Client Service Specialist
7 days ago
Edmonton, Canada TD Securities Full timeA leading Canadian financial institution in Edmonton is seeking a PIA Client Service Associate to enhance client service delivery and support Investment Advisors. The role involves preparing documentation for client meetings, managing client accounts, and providing comprehensive responses to inquiries. Applicants should possess strong communication skills...
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Edmonton, Canada TD Full timeUne institution financière reconnue basée à Edmonton recherche un PIA Client Service Associate pour offrir un soutien administratif spécialisé à un conseiller en investissement. Le candidat idéal a un diplôme universitaire et 1 à 2 ans d'expérience pertinente. Les compétences en communication et la capacité à établir des relations sont...
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Client Service Associate
6 days ago
Edmonton, Canada Gravity Pope Full timeOur Edmonton clothing store is inviting applicants to fill the key role of full time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. **Duties and responsibilities include**: - Providing exceptional customer service at all times - Developing,...
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Client Service Associate
1 day ago
Edmonton, Canada Gravity Pope Full timeOur Edmonton footwear store is inviting applicants to fill the key role of full time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. **Duties and responsibilities include**: - Providing exceptional customer service at all times - Developing,...
