PIA Client Service Associate

PIA Client Service Associate

Work Location: Surrey, British Columbia, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: $43,300 - $56,700 CAD (commission based earnings available)

TD is committed to fair and equitable compensation. Base pay may vary based on skills, location, etc.

TD Private Wealth Management takes a sophisticated approach to wealth planning. As a PIA Client Service Associate, you will provide dedicated administrative support to an Investment Advisor or team of Advisors.

• 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, 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 and “Marketing Express” mail‑outs
• Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
• Provide a high level of client service (phone, mail, electronic enquiries) based on knowledge of full service brokerage
• Deliver the ‘gold standard’ client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion
• 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
• Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities

• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative (IR) with Canadian Investment Regulatory Organization (CIRO)
• Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

Our Total Rewards package includes base salary, variable compensation, health and wellness benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

We provide training and onboarding sessions, and regular career, development, and performance conversations.

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Your accessibility is important. Let us know if you’d like accommodations for the interview process.

Sans Objet