TD Bank is hiring an IA Centralized Client Service Associate

TD Canada Trust is hiring an IA Centralized Client Service Associate to provide dedicated specialized administrative support to an Investment Advisor or team of Advisors. You will correspond with clients and other branch staff to deliver a legendary customer experience to high-value clients, guided by our vision to Be the Better Bank and our purpose to enrich lives.

What You'll Do

• Prepare documentation and provide updates to Investment Advisors 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 and create leads, ensuring correct referral coding administration.
• Submit marketing pieces for approval, compile client information packages, and maintain marketing materials and 'Marketing Express' mail-outs.
• Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.
• Respond 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.
• 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 improve knowledge, and keep others informed.

What We're Looking For

• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook.

Nice to Have

• Undergraduate degree or community college diploma.
• Bilingual proficiency in French and English.

Team & Environment

You will provide essential support to an Investment Advisor or team of Advisors, working collaboratively to deliver exceptional service.

Benefits & Compensation

• Annual compensation range: $52,700 - $74,400 CAD.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off.
• Banking benefits and discounts.
• Career development, training, onboarding, and mentoring programs.
• Reward and recognition programs.

Work Mode

This is an onsite role located in Toronto, Ontario, Canada.

TD is deeply committed to providing fair and equitable compensation opportunities, and growth and skill development are defining features of the colleague experience.