PIA Client Service Associate

TD Bank; Brantford; Hybrid; CAD 38,000 - 52,000; Full time

Job summary

Join a forward-thinking financial institution as a PIA Client Service Associate, where your attention to detail and commitment to client service will shine. In this hybrid role, you'll provide essential support to Investment Advisors, preparing documentation and creating insightful reports. Your ability to build relationships and deliver exceptional customer experiences will be key as you engage with high-value clients. With a focus on professional development and a supportive environment, this position offers a unique opportunity to grow your career in wealth management while contributing to a culture of excellence and service.

Benefits

Health and Well-being Benefits

Savings and Retirement Programs

Paid Time Off

Career Development Opportunities

Banking Benefits and Discounts

Qualifications

• Strong communication skills with ability to build relationships.
• Willingness to complete the Canadian Securities Course (CSC).

Responsibilities

• Provide specialized administrative support to Investment Advisors.
• Prepare documentation and create reports for client accounts.
• Deliver high-level client service and maintain compliance.

Skills

Communication Skills

Attention to Detail

Client Service

Team Collaboration

Education

Undergraduate Degree

Community College Diploma

Job description

PIA Client Service Associate page is loaded

PIA Client Service Associate

Apply remote type Hybrid locations Brantford, Ontario time type Full time posted on Posted Yesterday time left to apply End Date: May 14, 2025 (12 days left to apply) job requisition id R_1417858

Work Location:

Brantford, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$38,300 - $51,700 CADThis role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific 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 (IA) , 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.

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 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

• Submit marketing pieces for approval, compile client information packages, maintain marketing materials

• Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

• Provide a high level of client service which includes responding to phone, mail and electronic e nquiries based on knowledge of full service brokerage

• Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion

• Adhere to all policies and procedures and maintain a culture and operation of risk management

• Use insights to continually improve individual and team performance for clients

• Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities

Job Requirements

• Undergraduate degree or community college diploma preferred

• Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed withthe Canadian Investment Regulatory Organization (CIRO) within 6 months.

• Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

Who 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 capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

Our Values
At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific