PIA Client Service Associate

Work Location:

Edmonton, Alberta, Canada

37.5

TD Wealth

$43,300 - $56,700 CAD

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  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 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 special and supportive place 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, 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 new and existing account documentation and marketing materials
• Providea high levelof client service which includes responding to phone, mail and electronicenquiries based on knowledge offull-servicebrokerage
• 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 andmaintaina culture and operation of risk management
• Use insights to continually improve individual and team performance for clients
• Participate fully as a team member, continuallyimprovingknowledge andkeepingothers informed and up to date about status and progress,issuesor other related activities

• Undergraduate degree or community college diploma preferred
• Successful candidates willbe 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
• Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently
• 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. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

TD is deeply…