Wealth Client Services Associate - Elite Client Experience

TD Securities; Courtenay; On-site; CAD 38,000 - 52,000; Full time

Job summary

A leading financial institution is seeking a PIA Client Service Associate in Courtenay, Canada. This role involves supporting Investment Advisors and ensuring exceptional customer service through detailed administrative tasks. The ideal candidate will have strong communication skills and a willingness to complete necessary certifications. This is an excellent opportunity for individuals eager to grow within the wealth management sector.

Benefits

Comprehensive health and well-being benefits

Career development opportunities

Variable compensation based on performance

Qualifications

• Undergraduate degree or community college diploma preferred.
• Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed within 6 months.
• Strong communication skills with ability to build relationships work collaboratively, confidentially and independently.

Responsibilities

• Prepare documentation and provide updates to IAs in preparation for client meetings.
• Create reports for analysis of client accounts and communicate with customers.
• Submit marketing pieces for approval and maintain marketing materials.
• Provide a high level of client service which includes responding to inquiries based on knowledge of full service brokerage.
• Deliver the 'gold standard' client experience at every interaction.

Job description

A leading financial institution is seeking a PIA Client Service Associate in Courtenay, Canada. This role involves supporting Investment Advisors and ensuring exceptional customer service through detailed administrative tasks. The ideal candidate will have strong communication skills and a willingness to complete necessary certifications. This is an excellent opportunity for individuals eager to grow within the wealth management sector.