Pia Client Service Associate

TD Bank

Oakville, Ontario, Canada
Base: $43,300 - $56,700 cad; bonus/equity: eligibl...
Onsite
Investment representative license with ciro
Strong attention to detail and exacting standards
Ability to build relationships confidentially
TD Bank is seeking a Pia Client Service Associate in Oakville, Ontario, to provide specialized administrative support to Investment Advisors while delivering exceptional client service. Ideal candidates should possess relevant experience, strong communication skills, and preferably a background in wealth management

Job Summary

  • This role provides dedicated specialized administrative support to Investment Advisors while delivering a legendary customer experience to high-value clients.
  • The position involves preparing documentation for meetings, creating account analysis reports, and identifying referral opportunities within the TD Private Wealth Management division.
  • TD offers comprehensive growth opportunities, skill development, and a Total Rewards package including variable compensation and career mentoring programs.

Matching Summary

Match Score: 85

TD Bank is seeking a Pia Client Service Associate in Oakville, Ontario, to provide specialized administrative support to Investment Advisors while delivering exceptional client service. Ideal candidates should possess relevant experience, strong communication skills, and preferably a background in wealth management.

Salary

Base: $43,300 - $56,700 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Health, well-being, savings, retirement, paid time off

Skills & Requirements

Must-have

  • Investment Representative license with CIRO
  • Strong attention to detail and exacting standards
  • Ability to build relationships confidentially

Nice-to-have

  • Knowledge of wealth management operations
  • Experience in banking or administrative roles
  • Understanding of 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 an Investment Representative (IR) with CIRO

Work Rights

Not specified

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