Ia Centralized Client Service Associate

TD Bank

Toronto, Canada
Base: $52,700 - $74,400 cad; bonus/equity: not spe...
Dedicated specialized administrative support
Prepare documentation and provide updates
Create reports for analysis
TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor

Job Summary

  • TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor.
  • In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues.

Matching Summary

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • dedicated specialized administrative support
  • prepare documentation and provide updates
  • create reports for analysis
  • respond to phone, mail and electronic enquiries
  • adhere to all policies and procedures

Nice-to-have

  • attention to detail
  • exacting standards
  • willingness to help others
  • legendary customer experience
  • reimagining what banking can be

Key Requirements

  • Undergraduate degree or community college diploma preferred
  • Investment Representative (IR) with CIRO license required
  • 1-2 years of relevant experience
  • Knowledge of wealth management is an asset
  • Knowledge of investment products is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter