Description Du PosteTD 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 Adviceoffers clients the chance to create one-on-one relationship with a dedicated and skilled Investment Advisor (IA), 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.PositionPIA Client Service AssociateLocationBurlington, Ontario, CanadaSchedule37.5 hours per weekSalary and Commission$43,300 - $56,700 CAD per year. This position is eligible for commission income.ResponsibilitiesPrepare 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 materialsBecome 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 discretionAdhere to all policies and procedures and maintain a culture and operation of risk managementUse insights to continually improve individual and team performance for clientsParticipate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activitiesJob RequirementsUndergraduate degree or community college diploma preferredSuccessful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)1–2 years of relevant experience, ideally in banking, administrative roles, or related fieldsStrong communication skills with the ability to build relationships and work collaboratively, confidentially, and independentlyKnowledge of wealth management and/or operations is an assetKnowledge of investment products is an asset#J-18808-Ljbffr

📌 Assoc., Service À La Clientèle, Conseils De Placement - C$43,300 - C$56,700 A Year (Winnipeg)
🏢 TD Private Wealth Management
📍 Winnipeg