PIA Client Service Associate

This role is eligible for commission based earnings. TD 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.

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 relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.  Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of  PIA Client Service Associate . In this role, you will provide dedicated specialized 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.  Candidates with a background in mathematics, statistics, finance, economics, data analytics, or related disciplines are encouraged to apply. In addition, you will:   Prepare documentation and provide updates to IAs in preparation for client meetings  Create reports for analysis of client accounts Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage  Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion  Adhere to all policies and procedures and maintain a culture and operation of risk management  Use insights to continually improve individual and team performance for clients  Participate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities  Job Requirements    Undergraduate degree or community college diploma preferred  Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)  Demonstrates exceptional quantitative abilities, strong problem-solving skills, attention to detail, and an interest in financial markets Strong mathematical proficiency and analytical skills for assistance in portfolio management/trading Comfortable analyzing data, supporting portfolio construction and trading decisions, evaluating investment opportunities and monitoring market trends Intermediate/Advanced proficiency in Microsoft Excel and ability to adapt to new technologies Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently  Experience or interest in investment management, capital markets, quantitative analysis or risk management, would be considered an asset. Who