Pia Client Service Associate

TD Bank

Concord, Ontario, Canada
Base: $43,300 - $56,700 cad; bonus/equity: eligibl...
Client service excellence
Administrative support
Client communication
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.

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

  • Client service excellence
  • Administrative support
  • Client communication
  • Compliance adherence
  • Risk management culture

Nice-to-have

  • Attention to detail
  • Exacting standards
  • Willingness to help others
  • Holistic goals discovery approach
  • Supportive career environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter