Job Title

PIA Client Service Associate Description du poste TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. Lieu de travail Surrey, Colombie-Britannique, Canada Horaire 37.5 heures Secteur dactivit Gestion de patrimoine TD Dtails de la rmunration $38,300 - $51,700 CAD Ce poste est admissible des revenus de commission. La TD a cur doffrir une rmunration juste et quitable tous les collgues. Les occasions de croissance et le perfectionnement des comptences sont des caractristiques essentielles de lexprience collgue la TD. Nos politiques et pratiques en matire de rmunration ont t conues pour permettre aux collgues de progresser dans lchelle salariale au fil du temps, mesure quils samliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des comptences et de lexprience du candidat, de ses connaissances professionnelles, de son emplacement gographique et dautres besoins particuliers du secteur et de lentreprise. En tant que candidat, nous vous encourageons poser des questions sur la rmunration et avoir une conversation franche avec votre recruteur, qui pourra vous fournir des dtails plus prcis sur ce poste. TD Private Investment Advice TD Private Investment Advice offers clients the chance to create a oneonone relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It is a special and supportive place to begin and grow a lasting, progressive, and rewarding career in wealth. Responsabilits Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience. Prepare documentation and provide updates to IAs in preparation 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 and 'Marketing Express' mail-outs Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise 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 for clients Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities Qualifications Undergraduate degree or community college diploma preferred Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months. Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently Exigences linguistiques (Qubec Seulement) Sans Objet Referrals increase your chances of interviewing at TD by 2x We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr