Ia Centralized Client Service Associate

TD

Toronto, Canada
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Client service support
Investment advisor support
Documentation preparation
Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments

Job Summary

  • Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.
  • Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features.

Matching Summary

Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client service support
  • Investment Advisor support
  • Documentation preparation
  • Client account analysis
  • Compliance adherence

Nice-to-have

  • Attention to detail
  • Exacting standards
  • Willingness to help
  • Legendary customer experience
  • Discretion and prioritization

Key Requirements

  • Undergraduate degree or diploma preferred
  • Licensed as Investment Representative (IR) with CIRO
  • Bilingual French/English is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter