Pia Client Service Associate

TD Bank

Ottawa, Ontario, Canada
$52,700 - $74,400 cad; eligible for commission; no...
Attention to detail
Exacting standards
Legendary customer experience
TD Private Wealth Management offers personalized advice, solutions, and service to high-value clients through a sophisticated and holistic goals discovery approach

Job Summary

  • TD Private Wealth Management offers personalized advice, solutions, and service to high-value clients through a sophisticated and holistic goals discovery approach.
  • As a PIA Client Service Associate, you will provide specialized administrative support to Investment Advisors, prepare client documentation, and deliver a gold standard client experience.
  • TD is committed to colleague development, offering growth opportunities, skill development, and a comprehensive Total Rewards package including base salary, variable compensation, and well-being benefits.

Matching Summary

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

Salary

$52,700 - $74,400 CAD; Eligible for commission; Not specified

Skills & Requirements

Must-have

  • Attention to detail
  • Exacting standards
  • Legendary customer experience
  • Specialized administrative support
  • Client account documentation
  • Compliance requirements adherence

Nice-to-have

  • Holistic goals discovery approach
  • Sophisticated wealth planning
  • Supportive career environment
  • Building deep relationships
  • Reimagining what banking can be

Key Requirements

  • Undergraduate degree or diploma preferred
  • Investment Representative (IR) license required
  • 1-2 years relevant experience
  • Strong communication skills
  • Knowledge of wealth management asset
  • Knowledge of investment products asset

Work Rights

Not specified

Tailored Resume

Cover Letter