At a Glance
- Tasks: Support Investment Advisors with client service and wealth administration in a dynamic office environment.
- Company: Join TD Wealth, a leader in private investment advice.
- Benefits: Gain valuable experience in wealth management with competitive pay.
- Other info: Opportunity for growth in a supportive team atmosphere.
- Why this job: Make a difference by providing personalized service to clients and enhancing their investment experience.
- Qualifications: 1-2 years of relevant experience and strong communication skills required.
The predicted salary is between 54000 - 66000 $ per year.
Support Investment Advisors with client service and wealth administration in an office-focused, full-time assignment based in Markham, Ontario.
TD Wealth seeks a PIA Client Service Associate for a 12-month short-term assignment.
You will provide specialized administrative support, correspond with clients, and help deliver personalized service through TD Private Investment Advice.
Attention to detail, communication, and investment knowledge support this frontline position.
Key Responsibilities
- Prepare documentation and updates for Investment Advisor client meetings
- Create client account reports and identify referral opportunities
- Process leads and maintain accurate referral coding administration
- Compile client information packages and submit marketing materials
- Respond to phone, mail, and electronic client enquiries
Requirements
- One to two years of relevant experience
- Undergraduate degree or community college diploma preferred
- Investment Representative licensing through CIRO required
- Strong communication and relationship-building skills
- Wealth management or investment product knowledge is an asset
Bring detailed administration, client communication, and wealth service skills to TD Private Investment Advice in Markham.
Private Investment Advice Associate in Markham 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.
