TD Private Wealth Management offers a sophisticated and holistic approach to wealth planning and protection, providing highly personalized advice and service to clients
Job Summary
TD Private Wealth Management offers a sophisticated and holistic approach to wealth planning and protection, providing highly personalized advice and service to clients.
The PIA Client Service Associate role involves delivering a legendary customer experience through dedicated administrative support and client communication while adhering to compliance requirements.
TD provides a comprehensive Total Rewards package including base salary, variable compensation, health benefits, career development, and a supportive and inclusive workplace culture.
Matching Summary
TD Private Wealth Management offers a sophisticated and holistic approach to wealth planning and protection, providing highly personalized advice and service to clients.
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
Investment Advisor administrative support
Client relationship communication
Compliance and risk management adherence
Lead and referral management
Client account reporting
High level client service
Nice-to-have
Knowledge of wealth management
Knowledge of investment products
Collaborative team participation
Attention to detail
Mentorship on products and services
Continuous performance improvement
Key Requirements
Undergraduate degree or community college diploma preferred
Licensed as Investment Representative (IR) with CIRO required
1–2 years relevant experience in banking or administrative roles