Job Title

PIA Client Service Associate

Job Description

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.

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.

Location

Victoria, Colombie-Britannique, Canada

Work Hours

37.5 hours per week

Compensation

$43,300 - $56,700 CAD base salary. The position is eligible for commission income.

Responsibilities

• Prepare documentation and provide updates to IAs in preparation for client meetings
• Create reports for an...