Opportunity Description
Work Location: Courtenay, British Columbia, Canada
Hours: 37.5
Line Of Business: TD Wealth
Pay Details: $43,300 - $56,700 CAD (commission based earnings available)
Job Description
PIA Client Service Associate supports an Investment Advisor (IA) or team of advisors, handling administrative tasks and client communication to ensure a high level of client service and compliance.
Responsibilities
- Prepare documentation and provide updates to IAs for client meetings
- Create reports for client account analysis and identify referral opportunities
- Accept and create leads, ensuring correct referral coding
- Submit marketing pieces for approval and maintain marketing materials
- Adhere to compliance requirements for account documentation and marketing
- Respond to phone, mail, and electronic enquiries based on brokerage knowledge
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