Pia Client Service Associate

TD Bank

Mississauga, Canada
Base: $43,300 - $56,700 cad; bonus/equity: eligibl...
On-site
Prepare client meeting documentation
Create client account reports
Respond to client inquiries
TD Bank is seeking a Pia Client Service Associate in Mississauga, Canada, to provide dedicated administrative support to Investment Advisors while ensuring a high-quality client experience. The ideal candidate will possess strong communication skills and relevant experience in banking or administrative roles

Job Summary

  • Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.
  • Prepare documentation and provide updates to IAs in preparation for client meetings.
  • Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.

Matching Summary

Match Score: 85

TD Bank is seeking a Pia Client Service Associate in Mississauga, Canada, to provide dedicated administrative support to Investment Advisors while ensuring a high-quality client experience. The ideal candidate will possess strong communication skills and relevant experience in banking or administrative roles.

Salary

Base: $43,300 - $56,700 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Prepare client meeting documentation
  • Create client account reports
  • 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
  • Build relationships
  • Work collaboratively and independently

Key Requirements

  • Undergraduate degree or community college diploma preferred
  • Licensed as an Investment Representative (IR) with CIRO
  • 1-2 years of relevant experience
  • Strong communication skills

Work Rights

Not specified

Tailored Resume

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