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financial services consultant
Title posted on CareerBeacon - PIC Private Client Service Associate
Posted on December 20, 2024 by Employer details TD Bank
Job details
Work Location:Vancouver, British Columbia, CanadaHours:37.5Line of Business:TD WealthPay Details:$52,700 - $74,400 CADTD 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. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description: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 documentationCraft reports for analysis of client accountsAccept/create leads and ensure administrative documentation and lead codingProvide a high level of organization for your designated branch by excelling at administrationPrioritize and handle your own workload to meet service level agreements for service and productivityEnsure all necessary due diligence to support the accuracy and compliance of all customer transactions and activities and raise issues where appropriateBe knowledgeable of, adhere to and complete required practices and procedures in a timely mannerMaintain a culture of risk management and control, supported by effective processesParticipate 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 BankJob Requirements:Undergraduate degree or community college diploma preferred2 years of relevant work experience completion of the Canadian Securities Course (CSC) or other industry related courses considered an asset Strong communication skills with ability to build relationships and work collaboratively, confidentially and independentlyWho We Are:TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.Our Total- LocationVancouver, BC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2129448
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