PIA Client Service Associate

Pay Details

38,300 – 51,700 CAD. This role is eligible for commission‑based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Base pay may vary based upon skills, experience, job knowledge, geographic location, and other specific business and organizational needs.

Work Location

Montréal, Quebec, Canada

Hours

37.5 hours per week

Line Of Business

TD Wealth

Job Title

PIA Client Service Associate

Job Description

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 relationships with dedicated and professional Investment Advisors, while maintaining active participation in decisions regarding their investment portfolio. This is a supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.

Responsibilities

• Prepare documentation and provide updates to Investment Advisors 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 and create leads and ensure correct referral coding administration.
• Submit marketing pieces for approval, compile client information packages, and 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, responding to phone, mail, and electronic inquiries 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.

Qualifications

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

Benefits

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information

We’re delighted that you’re considering building a career with TD. Regular development conversations, training programs, and a competitive benefits plan support our colleagues to thrive both at work and at home. This opportunity is subject to provincial regulation for employment purposes; each province or territory within the jurisdiction of Canada may have its own set of regulations and requirements.

Colleague Development

You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you have everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview and do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec Only)

Sans Objet

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Other

Industries

Investment Banking

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