Job Location
Courtenay, British Columbia, Canada
Working Hours
Salary
$43,300 - $56,700 CAD
Position Overview
TD Private Wealth Management seeks a PIA Client Service Associate to provide administrative support to Investment Advisors.
Responsibilities
- Prepare documentation and update IAs for client meetings
- Create analysis reports and identify referral opportunities
- Administer lead coding and marketing pieces
- Maintain compliance documentation and client service protocols
- Provide client service via phone, mail, electronic inquiries
- Deliver exceptional client experience and support team performance
Requirements
Undergraduate or community college diploma preferredLicense as Investment Representative (IR) with CIRO required1-2 years of relevant experience in banking or administrative rolesStrong communication and relationship building skillsKnowledge of wealth management and investment products is an assetAbout TD
TD is a global leader in financial institutions, serving millions of households and businesses worldwide. We are committed to innovation and excellent client experience.
#J-18808-Ljbffr