Pia Client Service Associate - C$43,300 - C$56,700 A Year (Surrey)

Pia Client Service Associate - C$43,300 - C$56,700 A Year (Surrey)

13 Aug
|
TD
|
Surrey

13 Aug

TD

Surrey

Work Location:Surrey, British Columbia, CanadaHours:37.5Line of Business:TD WealthPay Details:$43,300 - $56,700 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.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 relationship with a dedicated and qualified Investment Advisor, 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 meetingsCreate reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunitiesAccept/create leads and ensure correct referral coding administrationSubmit marketing pieces for approval, compile client information packages, maintain marketing materials and "Marketing Express" mail-outsFamiliarize and adhere to compliance requirements, including all aspects of new and existing

📌 Pia Client Service Associate - C$43,300 - C$56,700 A Year (Surrey)
🏢 TD
📍 Surrey

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