PIA Client Service Associate

PIA Client Service Associate Work Location

Fredericton, New Brunswick, Canada

37.5 hours per week

TD Wealth

$38,300 - $51,700 CAD annually

TD Private Wealth Management takes a sophisticated, holistic approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. You will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.

• 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
• 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
• 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
• Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months.
• Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Your accessibility is important to us. Please let us know if you’d like accommodations. We look forward to hearing from you!