PIA Client Service Associate

CAD 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 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  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  Knowledge of investment products is an asset  Who We Are: TD is one of the world's leading global financial institutions and is the