PIA Client Service Associate
Description
This role involves providing specialized administrative support to an Investment Advisor or team within TD Private Wealth Management. The associate will assist with client documentation, report generation, client communication regarding products and services, lead management, marketing material preparation, and ensuring compliance. A key aspect is delivering high-quality client service and contributing to a positive customer experience, while also adhering to risk management policies.
What We're Looking For
Prepare documentation and updates for client meetings,Create reports for client account analysis,Communicate with customers for guidance on products and services,Identify and manage referral opportunities,Submit marketing materials for approval and maintain them,Adhere to compliance requirements for account documentation and marketing,Respond to client inquiries via phone, mail, and electronic channels,Deliver excellent client experience,Prioritize and manage own work with discretion,Adhere to all policies and procedures and maintain risk management,Continuously improve individual and team performance,Participate as a team member, share knowledge, and stay informed,Successful candidates must be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
Ideal Candidate
Undergraduate degree or community college diploma preferred,1-2 years of relevant experience, ideally in banking, administrative roles, or related fields
Minimum Education
Undergraduate degree or community college diploma preferred
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Subject to provincial regulation for employment purposes.
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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