Associé, Service à la clientèle, CPP

Job Overview

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.

Location & Work Hours

Kelowna, British Columbia, Canada
Hours: 37.5

Compensation

Base salary: $43,300 - $56,700 CAD annually. This position is eligible for commission.

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 for approval, compile client information packages, maintain marketing materials.
• Become familiar with and adhere to compliance requirements, incl...