This role is eligible for commission based earnings.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. 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. The base pay actually offered may vary based upon the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice, solutions,
and service to clients.
TD Private Investment Advice offers clients the chance to createone-on-one relationship with a dedicated and professional Investment Advisor(IA), whilemaintainingactive participation in decisionsregardingtheir investment portfolio.It’sa very specialand supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.
In addition, you will:
- Prepare documentation and provide updates to IAs in preparation for client meetings
- Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, andidentifyreferral opportunities
- Accept/create leads and ensure correct referral coding administration
- Submit marketing pieces for approval, compile client information packages,maintainmarketing materials
- Become familiar withand adhere to compliance requirements, including all aspects of recent and existing
📌 PIA Client Service Associate (Edmonton)
🏢 TD
📍 Edmonton
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