Pia Client Service Associate

TD Bank

Pointe Claire, Canada
Base: $43,300 - $56,700 cad; bonus/equity: eligibl...
Specialized administrative support
Prepare client meeting documentation
Client account analysis reports
Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments

Job Summary

  • Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.
  • Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.
  • TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing.

Matching Summary

Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.

Salary

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

Skills & Requirements

Must-have

  • Specialized administrative support
  • Prepare client meeting documentation
  • Client account analysis reports
  • Adhere to compliance requirements
  • Respond to client inquiries
  • Deliver gold standard client experience

Nice-to-have

  • Attention to detail
  • Exacting standards
  • Willingness to help others
  • Holistic goals discovery approach
  • Supportive environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter