At a Glance
- Tasks: Provide top-notch administrative support to Investment Advisors and enhance client experiences.
- Company: Join TD Bank Group, a leader in financial services with a supportive culture.
- Benefits: Enjoy competitive pay, career growth opportunities, and a collaborative work environment.
- Other info: Great opportunity for teamwork and professional development in the finance sector.
- Why this job: Be part of a dynamic team that makes a real difference in clients' financial journeys.
- Qualifications: Undergraduate degree or college diploma; CIRO licensing as an Investment Representative required.
The predicted salary is between 54000 - 66000 $ per year.
TD Bank Group in Burlington, Ontario, is hiring a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team of Advisors.
You will prepare documents, create client reports, and assist with client meetings while delivering a high‐level client experience.
An undergraduate degree or college diploma is required, and CIRO licensing as an Investment Representative is needed.
The role emphasizes compliance, referral management, and teamwork.
Wealth Client Services Associate in Burlington employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
