PIA Client Service Associate

$43.3k - $56.7k per year

TD Bank

Ottawa, ON

# Associé, Service à la clientèle, CPPPostulerremote type: Sur placelocations: 360 Albert Street, Ottawa, Ontariotime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 3 juillet 2026 (Il reste 13 jours pour postuler)job requisition id: R\\_1495647**Lieu de travail :**Ottawa, Ontario, Canada**Horaire :**37.5**Secteur d’activité :**Gestion de patrimoine TD**Détails de la rémunération :**$43,300 - $56,700 CAD### ### Ce poste est admissible à des revenus de commission.La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.**Description du poste :****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.**TD Private Investment Advice** offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of **PIA Client Service Associate**. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or 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.**In addition, you will:*** 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 materials* Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials* Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage* Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion* Adhere to all policies and procedures and maintain a culture and operation of risk management* Use insights to continually improve individual and team performance for clients* Participate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities**Job Requirements*** Undergraduate degree or community college diploma preferred* Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)* 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields* Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently* Knowledge of wealth management and/or operations is an asset* Knowledge of investment products is an asset**À propos de nous**La TD est un chef de file mondial dans le secteur des institutions financières. Elle est la cinquième banque en importance en Amérique du Nord de par son nombre de succursales. Chaque jour, nous nous efforçons de rendre chaque interaction, chaque produit et chaque expérience remarquablement humaine et agréablement simple à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent à profit leurs compétences, leur talent et leur créativité pour approfondir les relations, assurer une exécution rigoureuse et rendre l’expérience bancaire plus simple et plus rapide. La TD est une entreprise profondément engagée à être une leader en matière d’expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d’activité, est en contact avec la clientèle. Ensemble, nous réimaginons l’expérience bancaire et ses possibilités pour notre clientèle, nos collègues et nos collectivités.**Notre programme de rémunération globale** Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance. En savoir plus**Renseignements supplémentaires :** Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel. **Perfectionnement des collègues**Un cheminement professionnel précis vous intéresse ou bien vous cherchez à perfectionner certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes.Si vous avez à cœur d’aider vos clients et de nouer des relations solides et durables, la TD offre divers parcours de carrière où vous pouvez accroître votre expertise et avoir une incidence significative.Nous sommes déterminés à appuyer votre réussite et à favoriser un milieu de travail respectueux où la diversité des points de vue est valorisée, où chacun a les mêmes occasions de progresser et où vous pouvez vous réaliser pleinement et atteindre vos objectifs de carrière. À la TD, nous attirons et perfectionnons les meilleurs talents.**Formation et intégration** Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation. **Processus d’entrevue** Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.**Mesures d’adaptation** L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue. Nous avons hâte d’avoir de vos nouvelles!
J-18808-Ljbffr

Apply

Vacancy posted 3 hours ago

Similar jobs that could be interesting for youBased on the PIA Client Service Associate in Ottawa, ON vacancy

Client Services and Administrative Coordinator
$65k - $75k per year
...administration. Serve as the primary point of contact for employees, clients, and visitors, creating a welcoming and professional workplace... ...administrative functions as needed. Coordinate facilities services, maintenance requests, security access, and workplace-related...
Suggested
Full time
Work at office
Dialog
Ottawa, ON
a month ago
Part Time Customer Service Associate
$18.15 - $19.05 per hour
...REPORTS TO: SALES SUPPORT SUPERVISOR As a member of customer service team at Spence, you embody our culture and values by providing an... ...act as the first and last point of contact for our clients on the phone, through email and in person within the store. On any...
Suggested
Hourly pay
Part time
Internship
Immediate start
Weekend work
3 days per week
Spence Diamonds
Ottawa, ON
more than 2 months ago
Customer Service Associate and Sales
$750 - $1350 per week
...Duties: Prepares for customer inquiries by studying products, services, and customer service processes. Responds to customer... ...mission by completing related results as needed. Customer Service Associate Skills and Qualifications: Product Knowledge, Informing Others...
Suggested
Permanent employment
Full time
Relocation
Monday to friday
Flexible hours
Shift work
TMAlpha inc.
Ottawa, ON
1 day ago
Senior Service Coordinator
...construction community to deliver the best for our clients’ needs. We design, install, and provide... ...program The Role The Senior Service Coordinator supports the day-to-day... ...resumes in response to this posting to DILFO employees or any associated company location....
Suggested
Full time
Contract work
Internship
Work at office
Local area
Night shift
Dilfo
Ottawa, ON
21 days ago
Customer Service & Retail Front Desk Associate
...Company:Driven Brands Driven Brands is North America's largest automotive services company with a portfolio of iconic brands including Take 5 Oil Change, Meineke Car Care Centers, Maaco, 1-800-Radiator & A/C, Auto Glass Now, and CARSTAR. Our vision is to fuel the pursuit with...
Suggested
Remplacement
Driven Brands Inc.
Ottawa, ON
20 days ago
Sales Associate
...the Ottawa Airport, we are currently looking for Part-Time Sales Associates with the following availability: 4:30am-11pm Shifts will... ...Assist customers with their purchases and provide superior customer service. Stock shelves and ensure store presentation consistently...
Full time
Part time
Flexible hours
Shift work
Night shift
Weekend work
Day shift
Retail and Dining Positions
Ottawa, ON
10 days ago
Client Partner - Insurance
$170k - $190k per year
...About the role As a Client Partner, you will make an impact by owning end-to-end account... ...collaboratively with delivery, operations, finance, service line, innovation, and business teams... ...competitive compensation package for our associates. The base salary for this position ranges...
Work at office
3 days per week
Cognizant
Ottawa, ON
3 hours ago
Client Account Sr Manager (CAN - PSPC)
...world's trusted infrastructure consulting firm, partnering with clients to solve the world’s most complex challenges and build legacies... ...AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and...
Full time
Temporary work
Work at office
Local area
Remote work
Worldwide
Relocation package
Flexible hours
Aecom
Ottawa, ON
23 days ago
Senior Sales Associate
...Job Description Job Description The Sales Associate is responsible for providing prompt, courteous and efficient service to customers. Advise customers on appropriate merchandise and related items; processing transactions (cash, credit card, debit card) using retail software...
Work at office
Weekend work
Leitrim Home Hardware Building Centre
Ottawa, ON
26 days ago
Client Care Navigator
$28.83 per hour
...Vision Loss Rehabilitation Canada (VLRC) is a national health services organization dedicated to empowering people who are blind or partially... ...safely and independently. Our certified specialists provide client-centered rehabilitation, mobility training, and daily living...
Permanent employment
Full time
Work at office
Flexible hours
Vision Loss Rehabilitation Canada
Ottawa, ON
more than 2 months ago
Food Service Attendant, Nutrition and Food Services
...Reporting to the Manager, Nutrition & Food services, you will accomplish the general tasks of... ..., more specifically those tasks associated with food cart cleaning, dish washing machine... ...residents. Capacity to provide quality client-centered service. About Bruyère Health...
Hourly pay
Permanent employment
Full time
Part time
Bruyère Health
Ottawa, ON
23 days ago
Seasonal Sales Associate
$17.95 per hour
...Seasonal Sales Associate – St. Laurent, Ottawa About Mind Games Mind Games is North America’s premier specialty retailer, “Where... ...school diploma or equivalent preferred. Previous sales, customer service, or retail experience is an asset. Strong customer service, communication...
Hourly pay
Full time
Casual work
Internship
Seasonal work
Flexible hours
Afternoon shift
Mind Games
Ottawa, ON
15 days ago
Field Services Specialist
...Who We Are Welcome to Jolera. Jolera offers MSPs & IT solution providers next-generation managed services enabling them to create world-class experiences for their clients. We are dedicated to innovating the way organizations integrate IT with their business, providing organizations...
Full time
Work at office
Remote work
Worldwide
Rotating shift
Jolera
Ottawa, ON
10 days ago
Client Care Manager
...Client Care Manager (RPN/RN) Relationship Builder | Community Connector | Healthcare Sales Are you an RPN or RN who loves building relationships just as much as providing care? Do you thrive in a fast-paced environment where no two days are the same? Are you energized...
Full time
Monday to friday
Afternoon shift
MedMatch Recruitment
Ottawa, ON
more than 2 months ago
Seasonal Associate
$19.2 - $22.6 per hour
...seasonal role, you’ll help create meaningful client moments and build skills in a fast-paced beauty environment. As a Seasonal Associate , you’ll be responsible for providing an... ...both store operations and onstage service during peak business moments. You’ll create...
Hourly pay
Full time
Part time
Seasonal work
Flexible hours
Night shift
Sephora
Ottawa, ON
15 hours ago
Gestionnaire Junior du Succès Client
...Runneth À propos du rôle de Gestionnaire Junior du Succès Client Ce rôle est conçu pour les personnes venant de l'hôtellerie.... ...: Slack, e-mail et courtes appels de partage d'écran. Vous serez associé à un CSM senior qui vous montrera le produit, les clients et comment...
Daily paid
Permanent employment
Full time
Summer work
Work at office
Remote work
Work from home
Weekend work
Day shift
Afternoon shift
Motion
Ottawa, ON
3 days ago
HVAC Service Manager
...construction community to deliver the best for our clients’ needs. We design, install, and provide... ...bonus program The Role The Service Manager is responsible for the overall planning... ...in response to this posting to DILFO employees or any associated company location....
Long term contract
Remplacement
Full time
Contract work
Temporary work
Apprenticeship
Work at office
Local area
Night shift
Dilfo
Ottawa, ON
a month ago
Responsable Senior de la Réussite Client
...construisons. À propos du rôle de Responsable Senior de la Réussite Client La plupart des emplois en CS consistent à favoriser l'... ...stratégie créative de chaque client, repérer les inefficacités, et s'associer avec eux pour les corriger par l'éducation, les meilleures...
Daily paid
Permanent employment
Full time
Summer work
Work at office
Remote work
Work from home
Day shift
Motion
Ottawa, ON
7 days ago
Customer Service Supervisor
$47k - $51k per year
...backbone of our store with vital impact on our client experience as you and your team are the... ...developing your team of Sales Support Associates, supporting the Store Director with store... ...connections and deliver exceptional service in a face-to-face environment. Confidently...
Full time
Part time
Internship
Immediate start
Rotating shift
Weekend work
Afternoon shift
Weekday work
Spence Diamonds
Ottawa, ON
more than 2 months ago
Field Service Representative
...BluMetric is looking for a full-time Field Service Representative responsible for the... ...positioners. Reassembles, tunes and setup associated hardware. Perform simple layouts and fabrications... ..., Military, Mining and Government clients in Canada and the United States. BluMetric...
Full time
Blumetric Environmental Inc.
Ottawa, ON
a month ago
Associate Sales Recruiter
$60k - $100k per year
...Associate Sales Recruiter Remote, Canada | Full-Time This posting reflects an actively... ...Do the Right Thing the Right Way Of Service to Empower Excellence in Others Always... ...ownership drive meaningful outcomes for clients and candidates alike. Position Summary...
Remote job
Long term contract
Full time
Internship
Flexible hours
Peak Sales Recruiting
Ottawa, ON
more than 2 months ago
Sales Associate (Westboro)
$19 per hour
...As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence... ...fill it—whether that’s connecting with a client or optimizing a display to drive UPT.... ...Qualifications Previous experience in customer service or retail is considered an asset, but...
Hourly pay
Full time
Flexible hours
Shift work
Afternoon shift
Knix
Ottawa, ON
more than 2 months ago
Personal Banking Associate
$45k - $50k per year
...Scope of Position: Personal Banking Associate is the ambassador for new members to Alterna... ...education, advice, products and services. They will also identify members with more... ...communication skills Competencies Member/Client Centricity-Sustains member relations...
Full time
Alterna Savings
Ottawa, ON
more than 2 months ago
Sales Associate
...believe in equal access to employment and the richness of the diversity of our employees! About us: Structube wants to offer its clients a wide range of modern edge home furniture at its best affordable prices! We help our customers rediscover their home, one room at a...
Full time
Work at office
Structube
Ottawa, ON
more than 2 months ago
Service Manager (Boilers / HVAC)
$120k - $130k per year
...Description Our client is an established Canadian manufacturer and service provider of commercial and industrial boiler and heating systems, supporting customers across a broad service territory. They are seeking a Service Manager to lead their Ottawa service branch, a hands...
Long term contract
Full time
Work at office
D2b Groups
Ottawa, ON
18 days ago
Wealth Associate
...Location(s): Ottawa A career as a Wealth Associate at National Bank is a job where you can... ...your ability to work in synergy with clients and colleagues. In this role, you will help... ...stand out by offering exceptional customer service that will have a positive, long-term...
Long term contract
Permanent employment
Full time
Contract work
Part time
Work at office
Flexible hours
National Bank
Ottawa, ON
5 hours ago
Client Engagement & Growth Specialist
$19 - $22 per hour
...Client Engagement & Growth Specialist At Maria Pecorella Insurance we are more than an insurance agency. We are trusted advisors who... ...help protect what matters most. This is more than a customer service role. It's an opportunity to build meaningful relationships, make...
Long term contract
Part time
For contractors
Local area
Monday to friday
Shift work
Afternoon shift
Maria Pecorella Insurance Agency Ltd.
Ottawa, ON
3 days ago
Sales Associate
...LinkedIn! JOB DESCRIPTION GENERAL FUNCTION The Sales Associate sets the standard of quality in eye care and eyewear by ensuring... ...Diploma or GED ~1+ years experience in retail or customer service ~ Familiarity with point of sale systems, computers & calculators...
Minimum wage
Part time
Casual work
Local area
EssilorLuxottica Group
Ottawa, ON
15 hours ago
Associate Optometrist
...following us on LinkedIn! JOB DESCRIPTION GENERAL FUNCTION The Associate Optometrist is a leader in the organization, delivering the... ...market. Places the patient/customer 1st & delivers excellent service. Strives to exceed expectations on all KPIs. Conveys a...
Minimum wage
Part time
Work at office
Local area
EssilorLuxottica Group
Ottawa, ON
15 hours ago
Sales Associate
...the welcoming spirit of our company. Our retail teams are outgoing and approachable individuals who understand how our products and services fit into everyday life, and we’re excited to show customers how that technology can enhance and simplify their lives. We deliver a seamless...
Hourly pay
Contract work
Part time
Local area
Shift work
Afternoon shift
Rogers Communications
Ottawa, ON
15 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to PIA Client Service Associate. Be the first to apply!