Pia Client Service Associate

TD Bank

Sudbury, Ontario, Canada
Base: $43,300 - $56,700 cad; bonus/equity: eligibl...
Specialized administrative support
Client account reporting
Respond to client inquiries
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; prioritize and handle own work and consistently exercise discretion.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development as defining features of the colleague experience.

Matching Summary

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

Salary

Base: $43,300 - $56,700 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Specialized administrative support
  • Client account reporting
  • Respond to client inquiries
  • Adhere to compliance requirements
  • Deliver gold standard client experience

Nice-to-have

  • Attention to detail
  • Exacting standards
  • Willingness to help others
  • Holistic goals discovery approach
  • Sophisticated approach to wealth

Key Requirements

  • Undergraduate degree or diploma preferred
  • Licensed as Investment Representative (CIRO)
  • 1-2 years relevant experience
  • Strong communication skills
  • Knowledge of wealth management an asset
  • Knowledge of investment products an asset

Work Rights

Not specified

Tailored Resume

Cover Letter