Private Investment Advice Client Service Associate

Support TD Wealth clients in St. John's with detailed administration, communication, and specialized service for Investment Advisors and their teams.

As a PIA Client Service Associate, you will provide frontline administrative support on diverse assignments. You will prepare client meeting documentation, create account reports, and respond to client enquiries. The work requires relationship building, discretion, collaboration, and independent organization.

• Prepare documentation and updates for Investment Advisors’ client meetings
• Create client account reports and identify referral opportunities
• Manage leads, referral coding, and marketing material approvals
• Compile client information packages and maintain marketing materials
• Respond to phone, mail, and electronic client enquiries

• Undergraduate degree or community college diploma preferred
• Obtain Investment Representative licensing through CIRO
• Bring one to two years of relevant experience
• Communicate strongly and build relationships collaboratively
• Knowledge of wealth management or investment products is an asset

Apply detailed client service, administrative support, and communication skills within TD Private Investment Advice in St. John's.