PIA CLIENT SERVICE ASSOCIATE

Work Location: Mississauga, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $38,300 – $51,700 CAD

This role is eligible for a discretionary variable compensation award that considers business and individual performance.

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.

Position Overview:

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.

Key Responsibilities:

• 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.

Job Requirements:

• 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.

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 deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

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.

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.

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 to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!