Join TD as a PIA Client Service Associate in Ottawa and contribute to exceptional client service. This full time position focuses on assisting Investment Advisors while engaging with clients directly.In the role of Client Service Associate, you will support TD Private Wealth Management in delivering personalized advice and service. Your role involves handling administrative tasks and maintaining client communication, ensuring that their experience is consistently exceptional and seamless.Key Responsibilities:Draft documentation for client meetings with advisorsCompile reports and perform client account analysisRespond to client inquiries across various channelsUphold compliance in account documentationParticipate in team efforts to meet client needsRequirements:Degree or diploma in a related field preferred1-2 years of experience in financial or administrative rolesStrong communication skills and client relationship focusUnderstanding of investment products is advantageousLicensing as an Investment Representative requiredUtilize your skills in this rewarding position to enhance client interactions at TD.

📌 Td Pia Client Service Associate Role (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 TD Bank
📍 Riviere-des-Prairies—Pointe-aux-Trembles