Pia Client Service Associate

TD Bank

Montréal, Quebec, Canada
Base: $43,300 - $56,600 cad; bonus/equity: eligibl...
Specialized administrative support
Client account analysis
Respond to client inquiries
TD Private Wealth Management provides highly personalized advice, solutions, and service to clients

Job Summary

  • TD Private Wealth Management provides highly personalized advice, solutions, and service to clients.
  • This role involves providing dedicated specialized administrative support to an Investment Advisor or team of Advisors.
  • TD is committed to providing fair and equitable compensation opportunities and offers growth opportunities and skill development.

Matching Summary

TD Private Wealth Management provides highly personalized advice, solutions, and service to clients.

Salary

Base: $43,300 - $56,600 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Specialized administrative support
  • Client account analysis
  • 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
  • Sophisticated and holistic approach
  • Reimagining what banking can be

Key Requirements

  • Bilingual proficiency (English & French)
  • Undergraduate degree or diploma preferred
  • Licensed as an Investment Representative (IR)
  • 1-2 years of relevant experience
  • Knowledge of wealth management an asset

Work Rights

Not specified

Tailored Resume

Cover Letter