Client Service Associate

Work Location: Oakville, Ontario, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $38,300 - $51,700 CAD. This role is eligible for commission-based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.

Department Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide personalized advice, solutions, and service to clients.

Job Description

Are you admired for your attention to detail and exacting standards? In the role of Client Service Associate, you will provide specialized administrative support to an Investment Advisor or team of Advisors. This role involves corresponding with clients and branch staff, making a lasting impact on customer experience.

Key Responsibilities

• Prepare documentation and provide updates to IAs for client meetings.

• Create reports for analysis of client accounts; provide mentorship on products and services, and identify referral opportunities.

• Accept/create leads and ensure correct referral coding administration.

• Submit marketing pieces for approval, compile client information packages, and maintain marketing materials.

• Familiarize and adhere to compliance requirements for account documentation and marketing materials.

• Provide a high level of client service, responding to inquiries based on knowledge of full service brokerage.

• Deliver the 'gold standard' client experience at every interaction.

• Adhere to all policies and procedures, maintaining a culture of risk management.

• Use insights to continually improve performance for clients.

• Participate fully as a team member, keeping others informed and up to date about progress and issues.

Job Requirements

• Undergraduate degree or community college diploma preferred.

• 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.

Who We Are

TD is one of the world's leading financial institutions and is the fifth largest bank in North America. We are guided by our vision to be the Better Bank and our purpose to enrich lives.

Total Rewards Package

Our Total Rewards package includes a base salary, variable compensation, health benefits, savings programs, and career development opportunities.

Additional Information

If you're interested in a specific career path or want to build certain skills, we offer regular career conversations, an online learning platform, and various mentoring programs.

Training & Onboarding

We provide training and onboarding sessions to ensure success in your new role.

Interview Process

We reach out to candidates of interest to schedule interviews and communicate outcomes to all applicants.

Accommodation

Please inform us if you need accommodations to participate in the interview process.