PIA Client Service Associate (Edmonton)

Work Location: Edmonton, Alberta, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: $43,300 - $56,700 CAD

This role is eligible for commission based earnings.

You will provide dedicated specialized administrative support to an Investment Advisor or a 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.

Responsibilities

• Prepare documentation and provide updates to IAs 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/create leads and ensure correct referral coding administration
• Submit marketing pieces for approval, compile client information packages, maintain marketing ma...