PIA Client Service AssociateTD Bank • Toronto, ON, CA
PIA Client Service Associate
TD Bank • Toronto, ON, CA
6 days ago
Job type
- Full-time
Job descriptionPIA 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. Are you admired for your attention to detail, exacting standards Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materialsProvide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerageDeliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion knowledge and 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) Knowledge of investment products is an asset1–2 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 independentlyKnowledge of wealth management and / or operations is an asset Our Values At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture. Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Helping to Make an Impact in Communities – TD Ready Commitment TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change : Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more : | |
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PIA Client Service Associate • Toronto, ON, CA
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