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PIA Client Service Associate
TD
Laval, QC
Full-time
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…
PIA Client Service Associate
TD
Brampton, ON
Full-time
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…
PIA Client Service Associate
TD
Winnipeg, MB
Full-time
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…
PIA Client Service Associate
TD
Kingston, ON
Full-time
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…
PIA Client Service Associate
TD
Belleville, ON
Full-time
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…
PIA Client Service Associate
TD
Markham, ON
Full-time
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…
PIA Client Service Associate
TD
Toronto, ON
Full-time
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…
PIA Client Service Associate
TD
Toronto, ON
Full-time
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…
ScotiaMcLeod Business Development Associate - London, ON
Scotiabank
London, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Associate Director, GTM Systems
Hiive
Vancouver, British Columbia
$180,000 to $240,000 CAD / year
Full-time
As Associate Director, GTM Systems at Hiive, you will own the architectural backbone of Hiive's revenue operations - Salesforce and the constellation of integrated systems that power our…
PIA Client Service Associate
TD
Vancouver, BC
Full-time
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…
PIA Client Service Associate
TD
Thunder Bay, ON
Full-time
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…
Client Service Associate
TD
Richmond, BC
Full-time
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…
PIA Client Service Associate
TD
Red Deer, AB
Full-time
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…
PIA Client Service Associate
TD
Pointe-Claire, QC
Full-time
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…
IIA Administrative Associate - Bilingual in Spanish/English
Scotiabank
Toronto, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
ScotiaMcLeod Administrative Associate - Owen Sound (Contract)
Scotiabank
Owen Sound, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
PIA Client Service Associate (12M STA)
TD
Whitby, ON
Full-time
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…
Associate Investment Advisor
TD
Calgary, AB
Full-time
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…
Associate Investment Advisor
TD
Kingston, ON
Full-time
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…
PIA Client Service Associate (Fixed Term Contract)
TD
Toronto, ON
Part-time
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…
Associate Investment Advisor I
TD
Calgary, AB
Full-time
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…
Associate Investment Advisor I
TD
Toronto, ON
Full-time
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…
Associate Investment Advisor
TD
Bridgewater, NS
Full-time
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…
Investment Analyst/Associate Portfolio Manager
iA Financial Group
Toronto, ON · Montreal, QC
Full-time
The Associate Portfolio Manager / Analyst will support multi‑asset trading, research, and portfolio management, executing trades, analyzing securities and alternative strategies, reviewing…

Client Service Associate

Richmond, BC, Canada

Job type: Full-time

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

Provide specialized administrative support to Investment Advisors and maintain high-quality service for high-value clients. Responsibilities include preparing documentation, managing client reports, and ensuring compliance with all internal policies and procedures.

Requirements

Candidates should have an undergraduate degree or community college diploma and 1–2 years of relevant experience in banking or administration. Successful applicants must obtain an Investment Representative license with the Canadian Investment Regulatory Organization.

Experience

0 to 2 years

Education

bachelor degree
associate degree

Working hours

38 hours per week

Work arrangement

On-site

Skills

Administrative support
Client service
Investment knowledge
Communication skills
Relationship building
Attention to detail
Risk management
Documentation
Marketing support
Compliance
Reporting
Referral management

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Minimum pay

$43,300

Maximum pay

$56,700

Pay currency

CAD

Pay period

YEAR

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment Advisor
Private Wealth Management
CIRO
Investment Representative
Banking
Administrative support
Client experience
Compliance
Marketing materials
Risk management
Financial services
Investment products
Referral coding
Account documentation

Original job description

Work Location:

Richmond, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 CADThis role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview

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.

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.

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.

In addition, you will:

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

Become familiar with 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 improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities

Job Requirements

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

Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently

Knowledge of wealth management and/or operations is an asset

Knowledge of investment products is an asset

Bilingual proficiency (English & French) Quebec Only

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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