Pia Client Service Associate

TD Bank

Toronto, Canada
Base: $43,300 - $56,700 cad; bonus/equity: eligibl...
On-site
Client service experience
Administrative support
Prepare client documentation
This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments, potentially corresponding with clients and other branch staff

Job Summary

  • This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments, potentially corresponding with clients and other branch staff.
  • Key responsibilities include preparing documentation for client meetings, creating reports for account analysis, communicating with customers about products and services, and identifying referral opportunities.
  • The position requires adherence to compliance requirements, including new and existing account documentation and marketing materials, while delivering a high level of client service.

Matching Summary

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments, potentially corresponding with clients and other branch staff.

Salary

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

Skills & Requirements

Must-have

  • Client service experience
  • Administrative support
  • Prepare client documentation
  • Respond to client inquiries
  • Adhere to compliance requirements

Nice-to-have

  • Holistic goals discovery approach
  • Legendary customer experience
  • Gold standard client experience
  • Team member collaboration

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter