Pia Client Service Associate
vor 3 Stunden
PIA Client Service Associate
Apply remote type: On Site
Location: Kingston, Ontario
Time Type: Full time
Posted on: Posted 2 Days Ago
Time left to apply: End Date: January 6, 2025 (15 days left to apply)
Job Requisition ID: R_1378565
Work Location: Kingston, Ontario, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: $51,400 - $72,600 CAD.
This role is eligible for a discretionary variable compensation award that considers business and individual performance.
Job Description: 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.
It's a very special and supportive place to begin – and grow – a lasting, progressive and rewarding career in wealth.
Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients?
If so, then get onboard for the position of PIA 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.
In addition, you will: 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 and "Marketing Express" mail-outs. Familiarize 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. Job Requirements: Undergraduate degree or community college diploma preferred. Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook. Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative or Registered Representative. Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently. 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.
More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support.
TD is deeply committed to being a leader in customer experience.
As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking.
Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential.
Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals.
Our Total Rewards Package: 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.
Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes.
It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development: If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed.
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've got everything you need to succeed in your new role.
Interview Process: We'll reach out to candidates of interest to schedule an interview.
We 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.
We look forward to hearing from you
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.
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.
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.
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