Pia Client Service Associate

TD Bank

Lloydminster, Alberta, Canada
Base: $43,300 - $56,700 cad; bonus/equity: eligibl...
Specialized administrative support
Client account analysis
Adherence to compliance requirements
TD Private Wealth Management provides personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach

Job Summary

  • TD Private Wealth Management provides personalized advice, solutions, and service to clients through a sophisticated and holistic goals discovery approach.
  • This role involves providing specialized administrative support to Investment Advisors, preparing documentation, creating reports, and communicating with clients.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a comprehensive Total Rewards package.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Specialized administrative support
  • Client account analysis
  • Adherence to compliance requirements
  • High level of client service
  • Risk management culture

Nice-to-have

  • Attention to detail
  • Exacting standards
  • Willingness to help others
  • Legendary customer experience
  • Holistic goals discovery approach

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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