Associé, Service à la clientèle, CPP

Overview

TD Private Wealth Management offers sophisticated, holistic goals discovery for wealth planning and protection, providing highly personalized advice, solutions, and service to clients. TD Private Investment Advice (IA) provides clients with a one-on-one relationship with a dedicated Investment Advisor while remaining engaged in decisions about their investment portfolio. This is a frontline role focused on client service and administrative support within a team of Advisors.

Position : PIA Client Service Associate

Location : Whitby, Ontario, Canada

Salary : $43,300 - $56,700 CAD; Commissions eligible

Hours : 37.5 per week

Sector : Gestion de patrimoine TD / Banking

Note : This description contains content in both English and French; TD policies discuss compensation and career development.

Responsibilities

• Prepare documentation and provide updates to Investment Advisors (IAs) in preparation for client meetings.
• Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services; identify referral opportunities.
• Accept / create leads and ensure correct referral coding administration.
• Submit marketing pieces for approval; compile client information packages; maintain marketing materials.
• Familiarize with and adhere to compliance requirements, including new and existing account documentation and marketing materials.
• Provide a high level of client service, including responding to phone, mail, and electronic inquiries based on knowledge of full-service brokerage.
• Deliver a gold standard client experience at every interaction; prioritize and manage own work with discretion.
• Adhere to all policies and procedures and maintain a culture of risk management.
• Use insights to continually improve individual and team performance for clients.
• Participate fully as a team member and keep others informed about status, issues or related activities.

Job Requirements

About TD

La TD est un chef de file mondial dans le secteur des institutions financières. TD is a leading North American bank with a broad client base and a focus on customer experience. TD provides training, mentorship, and career development opportunities; compensation programs include base salary and variable compensation, along with health and wellbeing benefits, retirement plans, and other programs. TD is committed to accessibility and supports reasonable accommodations in the interview process.

Notes

Renseignements Supplémentaires and Perfectionnement des collègues sections provide information on development programs, training, career progression, mentorship, onboarding and interview processes. Language requirements for Quebec are indicated as Sans Objet.

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