About the Role
Work Location
Markham, Ontario, Canada
Hours
37.5 hours per week
Line Of Business
TD Wealth
Pay Details
$43,300 - $56,700 CAD per year; eligible for commission‑based earnings.
Job Description
The Private Investment Advisory (PIA) Client Service Associate supports an Investment Advisor or team of Advisors through specialized administrative tasks, client correspondence, and frontline service. You will maintain a high level of client service, manage documentation, update client files, and support marketing and compliance requirements.
Responsibilities
- 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 ...
Ready to Apply?
Submit your application today and take the next step in your career journey with TD.
Apply Now