Pic Private Client Service Associate - Burlington, Canada - TD Bank

TD Bank
TD Bank
Verified Company
Burlington, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description

PIC Private Client Service Associate:


BR

Job Category - Primary

  • Wealth Management

Work Location

  • 5515 North Service Road

Employment Type

  • Regular

City

  • Burlington

Time Type

  • Full Time

Province/State

  • Ontario

Hours

  • 37.5

Workplace Model

  • Hybrid

Pay Details

Department 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.


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.


Job Details


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 agreements 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

Job Requirements

  • Two (2) or more years of experience
  • Mutual Fund licensed
  • Canadian Securities Course (CSC) or one year to complete CSC
  • Strong communication skills
  • Basic knowledge of the business supported

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.


Making Your Well-being a Priority
A caring and supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe, inclusive and supportive work environment to help colleagues feel a sense of belonging, and supported in their personal and professional growth.

Through our focus on total well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomesbecause when colleagues feel their best, they're more likely to do their best.


Our Total Rewards Package

Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.


How We Work
At TD, we believe in-person connections fuel collaboration and collective creativity.

Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team.

Our teams work in one of three workplace models:
hybrid, onsite and primarily remote. Wherever our colleagues are working, they'll always have access to the TD community and experience our culture of care.
Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches.

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