Private Wealth Client Service Specialist

TD Bank; Kingston; On-site; CAD 43,000 - 57,000; Full time

Benefits offered by this job

Commission earnings

Total rewards

Job summary

TD Bank in Kingston, Ontario, is seeking a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team. You will interact with clients and branch staff, prepare documentation for client meetings, and help analyze accounts while upholding compliance and risk standards.

Ideal candidates have 1–2 years of relevant experience in banking or administrative roles, a degree or diploma, and strong communication skills.

Qualifications

• Undergraduate degree or diploma preferred.
• Licensed as an Investment Representative (IR) with CIRO.
• 1-2 years of relevant banking/administrative experience.
• Strong communication and client relationship skills; able to work collaboratively and independently.

Responsibilities

• Prepare documentation and provide updates to Investment Advisors for client meetings.
• Create reports for analysis of client accounts and identify referral opportunities.
• Accept/create leads and ensure correct referral coding.
• Submit marketing pieces for approval and maintain client information packages.
• Adhere to compliance requirements for new and existing accounts and marketing materials.
• Provide high level client service across phone, mail and electronic inquiries.
• Contribute to a strong, gold standard client experience in interactions with colleagues and clients.

Skills

Communication skills

Relationship building

Client service mindset

Independent work

Education

Undergraduate degree or diploma

Job description

TD Bank in Kingston, Ontario, is seeking a PIA Client Service Associate to provide dedicated administrative support to an Investment Advisor or team. You will interact with clients and branch staff, prepare documentation for client meetings, and help analyze accounts while upholding compliance and risk standards.

Ideal candidates have 1–2 years of relevant experience in banking or administrative roles, a degree or diploma, and strong communication skills.