PIC Private Client Service Associate

Private Client Service Associate

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. Private Investment Counsel provides the highest level of interaction and personalized service with high net worth and ultra-high-net-worth clients. This best-in-class attention and focus extends to client families, estates and trusts as well as charitable and business organizations and our highly valued Indigenous client communities. Join the team to gain a phenomenal place to work and richly rewarding career in TD Wealth.

Do you excel at customer service, organization and administration? We're looking for a dynamic administrative professional who is committed to serve clients, colleagues and cross-team partners. PIC Private Client Service Associate provides consistent and accurate administrative, analytical and client service support to ensure a legendary customer experience.

In this role, you will:

• Assist Portfolio Manager(s) in preparing for client meetings by arranging required documentation
• Craft reports for analysis of client accounts
• Accept/create leads and ensure administrative documentation and lead coding
• Provide a high level of organization for your designated branch by excelling at administration
• Prioritize and handle your own workload to meet service level agreement requirements for service and productivity
• Ensure all necessary due diligence to support the accuracy and compliance of all customer transactions and activities and raise issues where appropriate
• Be knowledgeable of, adhere to and complete required practices and procedures in a timely manner
• Maintain a culture of risk management and control, supported by effective processes
• Participate fully as a member of the team, suggest improvements and support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank

Experience and/or Education:

• Undergraduate degree or community college diploma preferred.
• Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months.
• Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently.

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec only): Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.