Pia Client Service Associate

TD

Courtenay, British Columbia, Canada
Base: $43,300 - $56,700 cad; bonus/equity: eligibl...
Investment representative license with ciro
Strong communication and relationship building
Attention to detail and exacting standards
This role provides dedicated specialized administrative support to Investment Advisors within TD Private Wealth Management

Job Summary

  • This role provides dedicated specialized administrative support to Investment Advisors within TD Private Wealth Management.
  • Candidates will prepare documentation, create client reports, and deliver a gold standard client experience at every interaction.
  • The position offers growth opportunities, skill development, and a competitive total rewards package including variable compensation.

Matching Summary

This role provides dedicated specialized administrative support to Investment Advisors within TD Private Wealth Management.

Salary

Base: $43,300 - $56,700 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Health, savings, retirement programs included

Skills & Requirements

Must-have

  • Investment Representative license with CIRO
  • Strong communication and relationship building
  • Attention to detail and exacting standards

Nice-to-have

  • Knowledge of wealth management operations
  • Experience in banking or administrative roles
  • Familiarity with investment products

Key Requirements

  • Undergraduate degree or community college diploma preferred
  • 1-2 years of relevant experience in banking or admin
  • Must be licensed as Investment Representative (IR) with CIRO

Work Rights

Not specified

Tailored Resume

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