PIA Client Service Associate
Role Overview
Provide specialized administrative support to an Investment Advisor or team of Advisors in TD Private Investment Advice.
The frontline role may include correspondence with clients and branch staff and supports client experience.
Key Skills for This Role
Full Job Posting
About the role
Provide specialized administrative support to an Investment Advisor or team of Advisors in TD Private Investment Advice.
The frontline role may include correspondence with clients and branch staff and supports client experience.
Responsibilities
- Prepare documentation and provide Investment Advisors with updates before client meetings.
- Create client-account analysis reports and communicate with customers about products and services, identifying referral opportunities.
- Accept or create leads and ensure correct referral coding administration.
- Submit marketing pieces for approval, compile client information packages, and maintain marketing materials.
- Maintain compliance with account documentation and marketing-material requirements.
- Respond to phone, mail, and electronic client enquiries using full-service brokerage knowledge.
- Deliver a high-quality client experience, prioritize work, exercise discretion, follow policies, and support risk management.
- Participate as a team member, share updates, and contribute to improved individual and team performance.
Job requirements
- Candidates must be licensed as an Investment Representative (IR) with CIRO.
- One to two years of relevant experience, ideally in banking, administrative roles, or related fields.
- Strong communication and relationship-building skills; ability to work collaboratively, confidentially, and independently.
- An undergraduate degree or community college diploma is preferred.
- Knowledge of wealth management and/or operations and knowledge of investment products are assets.
Work location
- Work location is Burlington, Ontario, Canada.
Hours
- The stated work hours are 37.5.
Pay
- Published base pay range is $43,300–$56,700 CAD.
- The role is eligible for commission-based earnings.
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