Associé, Service à la clientèle, CPP

Job Title

PIA Client Service Associate

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.

Location

Edmonton, Alberta, Canada

Schedule

37.5 hours per week

Sector

Gestion de patrimoine TD

Compensation

$43,300 - $56,700 CAD. Ce poste est admissible à des revenus de commission.

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, maint...