Be a pivotal part of TD Wealth as a PIA Client Service Associate in Pointe Claire, Quebec. Drive exceptional client service and operational support for Investment Advisors while enhancing your skills.

In this frontline role, you will focus on providing specialized administrative assistance to Investment Advisors, ensuring clients receive premier service and timely responses. Your attention to detail will aid in preparing necessary documentation and fostering deep client relationships. Actively engaging with clients to guide them through financial products will be key to your success in this role.

Key Responsibilities:
• Prepare documentation for Investment Advisors and client meetings
• Create analytical reports for client account evaluations
• Manage referral coding and accept leads




• Maintain client information packages and marketing materials
• Handle client inquiries efficiently via multiple channels

Requirements:
• Bilingual in English and French is required
• Degree or diploma from a recognized institution preferred
• 1-2 years of banking or administrative experience
• Excellent communication and cooperative skills
• Knowledgeable about investment products and wealth management

Contribute to TD Wealth's mission to provide superior client service while advancing your career in finance.
#J-18808-Ljbffr

📌 TD Wealth Client Service Associate Position (Quebec City)
🏢 TD
📍 Quebec City