Job Description
Location
Belleville, Ontario, Canada
Hours
37.5 hours per week
Sector
Gestion de patrimoine TD
Salary
$43,300 - $56,700 CAD (base salary; may vary based on experience, skills, and location).
Job Overview
TD Private Wealth Management offers a sophisticated wealth‑planning approach. The PIA Client Service Associate will provide dedicated administrative support to an Investment Advisor or team of advisors, coordinate client meetings, and maintain high‑level client service across all communications.
Responsibilities
- Prepare documentation and provide updates to IAs in preparation for client meetings.
- Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services and identify referral opportunities.
- Accept/create leads and ensure correct referral coding administration.
- Submit marketing pieces f...