PIA Client Service Associate

Job Overview

PIA Client Service Associate role at TD Securities in Concord, Ontario.

Work location : Concord, Ontario, Canada

Hours : 37.5 per week

Line of Business : TD Wealth

Pay range : $38,300 – $51,700 CAD (base) plus commission.

Eligibility for commission-based earnings. Base pay may vary based on skills, experience, location, and business needs.

Responsibilities

• 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 improve knowledge and keep others informed and up to date about status and progress, issues or other related activities.

Requirements

Who We Are

TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches / stores. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.

Additional Information

Your accessibility is important to us. Let us know if you need accommodations (e.g., accessible meeting rooms, captioning for virtual interviews, etc.) to remove barriers during the interview process.

Language requirement (Quebec Only) : Sans Objet.

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