Pia Client Service Associate

TD

Concord, Ontario, Canada
Base: $43,300 - $56,700 cad; bonus/equity: commiss...
Specialized administrative support
Client communication and mentorship
Compliance adherence and documentation
TD Private Wealth Management offers a holistic approach to wealth planning and provides personalized advice and service to clients

Job Summary

  • TD Private Wealth Management offers a holistic approach to wealth planning and provides personalized advice and service to clients.
  • This role involves delivering a legendary customer experience while supporting Investment Advisors through administrative tasks and client interactions.
  • TD provides comprehensive Total Rewards including base salary, variable compensation, health benefits, career development, and a respectful workplace culture.

Matching Summary

TD Private Wealth Management offers a holistic approach to wealth planning and provides personalized advice and service to clients.

Salary

Base: $43,300 - $56,700 CAD; Bonus/Equity: Commission based earnings eligible; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • specialized administrative support
  • client communication and mentorship
  • compliance adherence and documentation
  • investment portfolio support
  • risk management practices
  • lead and referral management

Nice-to-have

  • relationship building skills
  • collaborative and independent work
  • attention to detail
  • continuous performance improvement
  • career development opportunities
  • mentoring and training programs

Key Requirements

  • Undergraduate degree or community college diploma preferred
  • Licensed as Investment Representative (IR) with CIRO required
  • 1–2 years relevant experience in banking or administrative roles

Work Rights

Not specified

Tailored Resume

Cover Letter