ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

PIA Client Service Associate at TD Bank - ApplyBlast

PIA Client Service Associate

TD Bank

4 months ago

Etobicoke, Ontario

Onsite

Full Time

Junior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

A PIA Client Service Associate at TD Wealth serves as a specialized administrative support member for Investment Advisors, focused on the Private Investment Advice line of business in Etobicoke. The role involves preparing documentation for client meetings, creating analysis reports, handling client inquiries, and ensuring adherence to strict compliance and risk management standards within the Canadian financial sector.

Responsibilities

Prepare documentation and updates for investment advisor client meetings
Create reports for analysis of client investment accounts
Respond to phone, mail, and electronic client inquiries professionally
Maintain marketing materials and ensure adherence to compliance requirements
Manage lead acceptance and ensure correct referral coding administration

Skills

Qualifications

Undergraduate degree or community college diplomaInvestment Representative (IR) license with CIRO

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).