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PIA Client Service Associate Full-time Job

1 month ago Financial Services Coquitlam   305 views
Job Details

Undergraduate Degree or Community College Diploma preferred

  • Completion of the Canadian Securities Course and Conduct and Practices Handbook
  • Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative (IR) or Registered Representative (RR) - If not licensed, must complete CSC, CPH and 90 days IIROC training program within 6 months of the hire.

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 and dynamic environment.
  • Proficient use of firm software & MS Office Suite

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.

Company Description
TD is the sixth largest bank in North America by branches and serves over 22 million customers in three key businesses operating in a number of locations in financial centres around the globe:
- Canadian Retail, including TD Canada Trust, TD Auto Finance Canada, TD Wealth, TD Direct Investing, and TD Insurance;
- U.S. Retail, including TD Bank, America's Most Convenient Bank, TD Auto Finance U.S., and an investment in TD Ameritrade; and
- Wholesale Banking, including TD Securities.