PIA Client Service Associate

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Work Location:

Winnipeg, Manitoba, Canada

Hours:

37.5

Line Of Business: TD Wealth

Pay Details: $38,300 - $51,700 CAD (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  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.

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 a one‑on‑one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It is a supportive environment to begin and grow a lasting, progressive, and rewarding career in wealth.

• 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 and 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 which includes responding to phone, mail and 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)
• Ability to become licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO) within 6 months
• Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

Our Total 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. Total Rewards at TD includes a base salary, variable compensation, and several key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

We are delighted that you’re considering building a career with TD. Through development conversations, training programmes, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization and we’re committed to helping you identify opportunities that support your goals.

Training and onboarding will ensure you have the resources to succeed in your new role.

Your accessibility is important to us. If you need accommodations during the interview process, such as accessible meeting rooms or captioning for virtual interviews, let us know.

Entry level

Full‑time

Other (Investment Banking)