Discover an enriching career as a PIA Client Service Associate with TD Wealth in Pointe Claire, Quebec. Focus on providing high-quality support to Investment Advisors while engaging with valued clients.

This role involves assisting an Investment Advisor, preparing essential client documentation, and maintaining the highest standards of service and compliance. As you engage in client mentorship, your efforts will play a crucial role in the overall satisfaction and loyalty of our clientele. You'll also handle leads and manage marketing material effectively.

Key Responsibilities:
• Ensure preparation of documents for client meetings
• Craft reports for thorough analysis of client accounts
• Accept leads and handle referral coding accurately




• Compile client information and marketing materials
• Provide timely responses to client inquiries via all channels

Requirements:
• Bilingual in English and French
• Preferred undergraduate degree or diploma
• 1-2 years of experience in banking or administrative support
• Ability to build relationships and work collaboratively
• Familiarity with wealth management and investment products

Join TD Wealth to deliver memorable client experiences and empower your career in the financial sector.
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📌 Pointe Claire Client Service Associate Role (Quebec City)
🏢 TD
📍 Quebec City