JOB DESCRIPTION:

*Perferred Candidate Identified *

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.
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 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 agreement 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

• Undergraduate degree or community college diploma preferred
• Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months
• Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

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/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

• 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 agreement 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 Ban