Private Wealth Client Services Associate

TD; Canada; On-site; CAD 38,300 - 51,700; Full time

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Career development and mentoring

Job summary

A leading financial institution in Canada is looking for a PIA Client Service Associate to provide specialized administrative support to Investment Advisors. The role involves preparing documentation, engaging with clients, and ensuring compliance. Ideal candidates will possess strong communication skills and a willingness to pursue relevant certifications. This position offers opportunities for career growth in a supportive environment.

Qualifications

• Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) within 6 months.
• Strong communication skills with ability to build relationships and work collaboratively.

Responsibilities

• Prepare documentation for client meetings.
• Create reports for analysis of client accounts.
• Respond to phone, mail, and electronic enquiries.

Skills

Attention to detail

Strong communication skills

Ability to build relationships

Education

Undergraduate degree or community college diploma

Job description

A leading financial institution in Canada is looking for a PIA Client Service Associate to provide specialized administrative support to Investment Advisors. The role involves preparing documentation, engaging with clients, and ensuring compliance. Ideal candidates will possess strong communication skills and a willingness to pursue relevant certifications. This position offers opportunities for career growth in a supportive environment.