At a Glance
- Tasks: Support Advisors by preparing materials, analyzing accounts, and managing client communications.
- Company: Join TD Private Investment Advice, a leader in financial services.
- Benefits: Enjoy a competitive salary, benefits, and a supportive work environment.
- Other info: Great opportunity for growth in a dynamic team setting.
- Why this job: Make a difference in client relationships while developing your career in finance.
- Qualifications: 1-2 years in banking or admin, plus strong communication skills.
The predicted salary is between 45000 - 55000 $ per year.
Bring strong communication and administrative precision to TD Private Investment Advice in Ottawa, supporting Advisors and client relationships. The schedule is 37.5 hours weekly. This PIA Client Service Associate role supports an Investment Advisor or team of Advisors across diverse assignments. You will prepare meeting materials, analyze client accounts, communicate about products and services, and coordinate referrals. The position also requires familiarity with compliance, full-service brokerage enquiries, marketing approvals, and risk management practices.
Key Responsibilities:
- Support Advisors with documentation before client meetings
- Analyze client accounts through reporting and customer communication
- Accept leads and complete accurate referral administration
- Submit marketing materials for approval and maintain packages
- Handle enquiries using full-service brokerage knowledge
Requirements:
- One to two years in banking or administrative work
- Investment Representative licensing with CIRO required
- Strong communication skills for collaborative client relationships
- Ability to work confidentially and independently
- Investment product knowledge is an asset
- Use communication, reporting, compliance awareness, and administrative expertise to strengthen Advisor support and client experiences within TD Private Investment Advice.
Investment Advisor Administrative Associate employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
