PIA Client Service Associate

This 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.

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   e nquiries 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