PIA Client Service Associate

TD; Pointe-Claire; On-site; CAD 43,000 - 57,000; Full time

Job summary

TD Private Investment Advice (TD Wealth) in Montreal invites applications for a PIA Client Service Associate. You will provide dedicated administrative support to an Investment Advisor or team, handling client communications and preparing materials for meetings.

The role emphasizes accuracy, confidentiality and a client-centric approach, with opportunities to grow in wealth management and related services within TD's supportive environment.

Qualifications

• Bilingual proficiency in English and French.
• Undergraduate degree or college diploma preferred.
• Must be licensed as an Investment Representative with CIRO.
• 1–2 years of banking or administrative experience preferred.
• Strong communication and ability to build relationships, work confidentially and independently.
• Knowledge of wealth management is an asset.
• Knowledge of investment products is an asset.

Responsibilities

• Prepare documentation for Investment Advisors before client meetings.
• Create reports analyzing client accounts and guide clients on products and services.
• Accept/create leads and ensure correct referral coding.
• Submit marketing materials for approval and compile client information packages.
• Adhere to compliance requirements for new and existing accounts and marketing materials.
• Provide high level client service including inquiries via phone, mail and email.
• Deliver exceptional client experiences and maintain discretion in workload management.
• Follow policies and maintain risk management culture.
• Use insights to improve team performance for clients.
• Collaborate with team and keep others informed on status and progress.

Skills

Bilingual English/French

Strong communication skills

Relationship building

Education

Undergraduate degree

Job description

Work Location

Pointe Claire, Quebec, Canada

Hours

37.5

Line Of Business

TD Wealth

Pay Details

$43,300 - $56,700 CAD

This 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 enquiries 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 improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities

Job Requirements

• Bilingual proficiency (English & French)
• Undergraduate degree or community college diploma preferred
• Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
• 1-2 years of relevant experience, ideally in banking, administrative roles, or related fields
• Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently
• Knowledge of wealth management and/or operations is an asset
• Knowledge of investment products is an asset

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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.

Language Requirement (Quebec Only)

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français.