Pia Client Service Associate

TD Bank

Toronto, Ontario, Canada
$43,300 - $56,700 cad; commission based earnings; ...
Client relationship management
Administrative support
Documentation preparation
TD Private Wealth Management provides personalized advice, solutions, and service to high-value clients through a sophisticated and holistic goals discovery approach

Job Summary

  • TD Private Wealth Management provides personalized advice, solutions, and service to high-value clients through a sophisticated and holistic goals discovery approach.
  • This role offers dedicated specialized administrative support to Investment Advisors, including preparing documentation, creating reports, and communicating with clients.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package that includes base salary, variable compensation, and comprehensive benefits.

Matching Summary

TD Private Wealth Management provides personalized advice, solutions, and service to high-value clients through a sophisticated and holistic goals discovery approach.

Salary

$43,300 - $56,700 CAD; commission based earnings; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Administrative support
  • Documentation preparation
  • Client communication
  • Risk management adherence

Nice-to-have

  • Attention to detail
  • Exacting standards
  • Legendary customer experience
  • Holistic goals discovery approach
  • Supportive work environment

Key Requirements

  • Undergraduate degree or diploma preferred
  • Must be licensed as Investment Representative (IR) with CIRO
  • 1-2 years of relevant experience
  • Strong communication and collaboration skills
  • Knowledge of wealth management/operations is an asset
  • Knowledge of investment products is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter