TD Wealth 43,300 - $56,700 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. 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 skilled Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. 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.

Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities Accept/create leads and ensure correct referral coding administration Submit marketing pieces for approval, compile client information packages,



maintain marketing materials Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage Adhere to all policies and procedures and maintain a culture and operation of risk management Use insights to continually improve individual and team performance for clients Undergraduate degree or community college diploma preferred ~ Successful 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 fields ~ Knowledge of wealth management and/or operations is an asset ~ Knowledge of investment products is an asset TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

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Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid #

📌 Licensed Associate / Client Service Associate (Orangeville)
🏢 TD Bank
📍 Orangeville