PIA Client Service Associate

PIA Client Service Associate at TD

Location: Regina, Saskatchewan, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay: $38,300 – $51,700 CAD (commission-based earnings)

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. TD Private Investment Advice offers clients the chance to create one‑on‑one relationships with a dedicated and professional Investment Advisor while maintaining active participation in decisions regarding their investment portfolio. This role is a frontline position giving your first impressions a lasting impact on our business and customer experience.

In Addition, You Will

• Prepare documentation and provide updates to IAs in preparation for client meetings
• Create reports for analysis...