Pia Client Service Associate

TD

Markham, Ontario, Canada
Base: $43,300 - $56,700 cad; bonus/equity: commiss...
Specialized administrative support
Client service and communication
Compliance adherence
TD Private Wealth Management provides highly personalized advice and service to clients through a holistic goals discovery approach

Job Summary

  • TD Private Wealth Management provides highly personalized advice and service to clients through a holistic goals discovery approach.
  • This role involves preparing documentation, creating reports, managing referrals, and maintaining compliance to support Investment Advisors and clients.
  • TD offers a competitive total rewards package, career development opportunities, and a supportive workplace culture focused on colleague growth and client experience.

Matching Summary

TD Private Wealth Management provides highly personalized advice and service to clients through a holistic goals discovery approach.

Salary

Base: $43,300 - $56,700 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • specialized administrative support
  • client service and communication
  • compliance adherence
  • investment portfolio support
  • referral and lead management

Nice-to-have

  • knowledge of wealth management
  • team collaboration and communication
  • attention to detail
  • risk management culture
  • mentorship on products and services

Key Requirements

  • Undergraduate degree or community college diploma preferred
  • Licensed as Investment Representative (IR) with CIRO
  • 1–2 years relevant experience in banking or administrative roles

Work Rights

Not specified

Tailored Resume

Cover Letter