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investment manager - banking, credit and investment
Title posted on CareerBeacon - Experienced Client Service Associate, Private Investment Advice, TD Wealth
Posted on September 04, 2024 by Employer details TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Department Overview :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 one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin ? and grow ? a lasting, progressive and rewarding career in wealth.Job Description :Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.In addition, you will:Prepare documentation and provide updates to IAs in preparation for client meetingsCreate reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunitiesAccept/create leads and ensure correct referral coding administrationSubmit marketing pieces for approval, compile client information packages, maintain marketing materials and "Marketing Express" mail-outsFamiliarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materialsProvide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerageDeliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretionAdhere to all policies and procedures and maintain a culture and operation of risk managementUse insights to continually improve individual and team performance for clientsParticipate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activitiesJob Requirements :Undergraduate degree or community college diploma preferredCompletion of the Canadian Securities Course (CSC) and Conduct and Practices HandbookLicensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative or Registered RepresentativeStrong communication skills with ability to build relationships and work collaboratively, confidentially and independentlyWho We Are: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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabili- LocationPointe-Claire, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Full time
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2102343
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