IA Client Service Associate
Job Location:
Burlington - Canada
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Work Location:
Burlington Ontario CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$43300 - $56700 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 candidates 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:
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice solutions and service to clients.
TD Private Investment Adviceoffers clients the chance to createone-on-one relationship with a dedicated and professional Investment Advisor(IA) whilemaintainingactive participation in decisionsregardingtheir investment portfolio.Itsa very specialand supportive place to begin and grow a lasting progressive and rewarding career in wealth.
Are you admired for your attention to detail exactingstandardsand willingness to help others deliver a legendary customer experience to our high value clients If so then get onboard for the position ofPIA 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 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 andidentifyreferral opportunities
Accept/create leads and ensure correct referral coding administration
Submit marketing pieces for approval compile client information packagesmaintainmarketing materials
Become familiar withand adhere to compliance requirements including all aspects of new and existing account documentation and marketing materials
Providea high levelof client service which includes responding to phone mail and electronicenquiries based on knowledge offull-servicebrokerage
Deliver the gold standard client experience at every interaction with team memberscolleaguesand 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
Participate fully as a team member continuallyimprovingknowledge andkeepingothers informed and up to date about status and progressissuesor other related activities
Job Requirements
Undergraduate degree or community college diploma preferred
Successful candidates willbe requiredto be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
12 years of relevant experience ideally in banking administrative roles or related fields
Strong communicationskills 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
Who We Are:
TD is one of the worlds 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 95000 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:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were 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 youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 youre 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.
Were 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 youve got everything you need to succeed in your new role.
Interview Process
Well 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 youd 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 ObjetRequired Experience:
IC
