PIA Client Service Associate

Prepare documentation and provide updates to IAs for client meetings,Create reports for analysis of client accounts,Communicate with customers to provide mentorship on products and services and identify referral opportunities,Accept/create leads and ensure correct referral coding administration,Submit marketing pieces for approval, compile client information packages, maintain marketing materials,Become familiar with and adhere to compliance requirements regarding account documentation and marketing materials,Provide a high level of client service, responding to phone, mail, and electronic enquiries based on full-service brokerage knowledge,Deliver a 'gold standard' client experience at every interaction,Prioritize and manage own work, consistently exercising discretion,Adhere to all policies and procedures and maintain a culture and operation of risk management,Use insights to continually improve individual and team performance,Participate fully as a team member, improving knowledge and keeping others informed,Undergraduate degree or community college diploma preferred,Required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO),1–2 years of relevant experience, ideally in banking, administrative roles, or related fields

Undergraduate degree or community college diploma preferred,Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO),1–2 years of relevant experience, ideally in banking, administrative roles, or related fields

Undergraduate degree or community college diploma preferred