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IA Client Service Associate

243703BR
Wealth Management
Saskatoon, SK
May 17, 2019

Company Overview

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Department Overview

TD Wealth Private Investment Advice is looking for a professional and highly personable associate with industry experience to join their growing team.

The candidate that will thrive in this role will have exceptional attention to detail and organizational skills, the ability to juggle competing priorities, and be a strong team player. They will have a positive attitude and find satisfaction in being an integral part of a successful and progressive wealth management practice.

Job Description

Key Responsibilities:

  • Provide administrative support, including:
    • Account opening and documentation
    • Ongoing account maintenance
    • Compliance
    • Trading
    • Client reporting and tax packages
    • Financial Planning data entry
  • Handle client inquiries and process requests

Other Skills & Attributes:

  • Responsible, reliable and accountable
  • A team player
  • Able to work independently
  • Able to handle large volumes of work and juggle priorities
  • Excellent phone and communication skills

Experience & Education:

  • Industry experience is highly preferred
  • Licensing is preferred, but can be taken upon employment
  • Post-secondary education is preferred

What’s in it for you?

  • Competitive compensation, including a rewarding bonus structure
  • Flexible hours
  • Rewarding incentives and participation in TD profit sharing
  • Health and wellness benefits
  • Strong mentoring opportunities
  • Various training courses and ongoing professional development

Requirements

Education/Accreditations:
· Undergraduate Degree or Community College Diploma preferred
· Completion of the Canadian Securities Course and Conduct and Practices Handbook preferred (but can be completed upon employment)
· Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as Registered Representative (RR) will be required
Other Qualifications/Skills/Experience:
· Possess excellent communication skills Proven ability to deliver a high level of client service
· Detail oriented and highly organized Ability to work in a fast-paced, dynamic environment.
· Proficient with firm software & MS Office Suite

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.