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Td Bank PIA Client Service Associate Canada, Ontario, Waterloo 652544508
Department Overview
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection tohighly personalized advice, solutions, and service to clients.
TD Private Investment Adviceoffers clients the chance to create-on-one relationship with a dedicated and professional Investment Advisor, whileactive participation in decisionstheir investment portfolio.a very specialand supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.
Are you admired for your attention to detail, exactingPIA Client Service Associate
In addition, you will:
Prepare documentation and provide updates to IAs in preparation for client meetings
identifyreferral opportunities
Accept/create leads and ensure correct referral coding administration
Submit marketing pieces for approval, compile client information packages,maintainmarketing materials
Become familiar withand adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
a high levelof client service which includes responding to phone, mail and electronicenquiries based on knowledge offull service
colleaguesand clients; prioritize and handle own work and consistently exercise discretion
Adhere to all policies and procedures andmaintaina culture and operation of risk management
Use insights to continually improve individual and team performance for clients
knowledgeand keep others informed and up to date about status and progress,issuesor 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 communicationskills with ability to build relationships and work collaboratively,confidentiallyand independently
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.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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