IA Centralized Client Service Associate
TD Bank Group(28 days ago)
Toronto, OntarioOnsiteFull TimeJunior$38,998 - $55,056TD Wealth
Apply NowAbout this role
A PIA Centralized Client Service Associate at TD Wealth provides specialized administrative support to Investment Advisors and their teams within TD Private Investment Advice, serving high-value clients. Based in Toronto, the role is a frontline position focused on delivering exceptional client experiences while supporting professional growth within TD's wealth business.
Required Skills
- Client Service
- Administrative Support
- Documentation
- Reporting
- Compliance
- Communication
- Marketing
- Risk Management
- Teamwork
- Bilingualism
Qualifications
- Undergraduate Degree
- College Diploma
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook
- Canadian Investment Regulatory Exam (CIRE)
- Bilingual French/English (Asset)
About TD Bank Group
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