25 meilleures offres (client advisor, kingston, on) (à pourvoir)

PIA Client Service Associate
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THE EMPIRE LIFE INS. CO —Kingston, ON
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THE EMPIRE LIFE INS. CO —Kingston, ON
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il y a 9 jours
Beauty Advisor - Part Time
Sephora —Kingston, ON
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Bevan Insurance —Ontario
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Mortgage Specialist - Port Elgin/Hanover
Scotiabank —Elgin, ON
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PetleyHare Insurance Brokers —Ontario
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Insurance Broker
Western Financial Group Inc. —Ontario
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il y a 8 jours
Claim Administrator - 12-month Contract
THE EMPIRE LIFE INS. CO —Kingston, ON
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Claim Administrator
THE EMPIRE LIFE INS. CO —Kingston, ON
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- Bourses d'Études
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Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Kingston, ON
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- Salesforce
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ScotiaMcLeod Administrative Associate - Kingston, Ontario
Scotiabank —Kingston, ON
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il y a 14 jours
Bilingual Underwriter Trainee
THE EMPIRE LIFE INS. CO —Kingston, ON
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- Anglais
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- Assurance Dentaire
- Assurance Vie
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Renewal Coordinator
Medavie —Ontario
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- Microsoft Excel
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Service Department Assistant
Petrie Ford —Kingston, ON
- À partir de 20 $ de l’heure
- Temps partiel
- Microsoft Office
- Diplôme d'études secondaires
- Saisie de données
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il y a 10 jours
Professional Wealth Branch Manager
TD Bank —Kingston, ON
- De 109 800 $ à 155 000 $ par an
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- Développement commercial
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Accountant, Assurance [New Grad Fall 2027]
Doane Grant Thornton —Kingston, ON
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il y a 10 jours
Estate Planning Advisor (Insurance)
TD Bank —Kingston, ON
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Accounting Technician, Assurance & Accounting
MNP —Kingston, ON
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Commercial/Heavy Truck Service Advisor
Petrie Ford —Kingston, ON
- De 50 000 $ à 70 000 $ par an
- Temps plein
- Microsoft Word
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Distribution Services Coordinator - 12 Month Contract
THE EMPIRE LIFE INS. CO —Kingston, ON
- De 47 813 $ à 65 875 $ par an
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- Analyse de données
- Anglais
- Microsoft Office
- Assurance Dentaire
- Assurance Vie
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Financial Planner, Scotia Financial Planning - Kingston
Scotiabank —Kingston, ON
- Développement commercial
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Co-op Accountant, Assurance and Accounting (January or May 2027)
MNP LLP —Kingston, ON
- De 45 000 $ à 65 000 $ par an
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- Finance
- Baccalauréat
Accountant, Privately Held Business Group [New Grad Fall 2027]
Doane Grant Thornton —Kingston, ON
- De 53 000 $ à 61 000 $ par an
- Temps plein
- Travail hybride
il y a 10 jours
Co-op, Assurance [Winter 2027]
Doane Grant Thornton —Kingston, ON
- De 48 500 $ à 57 000 $ par an
- Temporaire
- Travail hybride
- Comptabilité
il y a 10 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : client advisor (kingston, on)

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PIA Client Service Associate

TD Bank
Kingston, ON

Postuler dès maintenant

Détails du poste

Temps plein

Avantages

Congés payés

Compétences

Investissement
Service à la clientèle
Expérience en soutien administratif
Expérience administrative
Baccalauréat
Service à la clientèle
Gestion des risques
Orientation axée sur le service à la clientèle
Services financiers
Diplôme d'études collégiales (hors Québec)
Compétences en communication
Interaction avec les clients

Description complète du poste

Work Location:

Kingston, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 CAD

This role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

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

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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