Job Post Details

Job ID: 16473

Start Date: ASAP

Wage: $43,300 - $56,700 per year

Hours: 37.5 per week

Duties: 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

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) within 6 months of hire 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

Company: TD Wealth

Contact: Chelsea Holmes

Notes: Apply online at https://td.wd3.myworkdayjobs.com/en-US/TD_Bank_Careers/job/PIA-Client-Service-Associate_R_1453588

Email: Chelsea.Holmes@td.com

Address: 444 Lerwick Road, Suite 224, Courtenay