Pia Client Service Associate

TD Bank

Courtenay, British Columbia, Canada
$43,300 - $56,700 cad; eligible for commission; no...
Client service excellence
Administrative support
Documentation preparation
TD Private Wealth Management offers a sophisticated and holistic goals discovery approach to provide personalized advice and service to high-value clients

Job Summary

  • TD Private Wealth Management offers a sophisticated and holistic goals discovery approach to provide personalized advice and service to high-value clients.
  • In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors, prepare documentation, and communicate with clients.
  • TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development for colleagues.

Matching Summary

TD Private Wealth Management offers a sophisticated and holistic goals discovery approach to provide personalized advice and service to high-value clients.

Salary

$43,300 - $56,700 CAD; Eligible for commission; Not specified

Skills & Requirements

Must-have

  • Client service excellence
  • Administrative support
  • Documentation preparation
  • Client communication
  • Compliance adherence

Nice-to-have

  • Holistic goals discovery approach
  • Legendary customer experience
  • Risk management culture
  • Team collaboration

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter