Associé, Service à la clientèle, CPP

Department Overview

Location: Sudbury, Ontario, Canada

Schedule: 37.5 hours per week

Sector: TD Private Wealth Management

Salary: $43,300 - $56,700 CAD (eligible for commission pay)

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.

PIA Client Service Associate

In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

Responsibilities

• Prepare documentation and provide updates to IAs in preparation for client meetings
• Create reports for analysis of client accounts; communicate with custo...