PIA Client Service Associate (Fixed Term Contract - 12 Months)
$43,300–$56,700 year
On-siteOakville, Ontario, Canada
Job Summary
Prepare documentation and provide updates to Investment Advisors for client meetings, while creating reports to analyze client accounts. Correspond with clients and branch staff to deliver personalized advice, mentorship on products, and identify referral opportunities. Accept leads, ensure correct referral coding, and submit marketing pieces for approval. Respond to phone, mail, and electronic enquiries based on full service brokerage knowledge, adhering to all compliance requirements and risk management policies. Prioritize work, exercise discretion, and participate fully as a team member to improve individual and team performance.
Required Qualifications
- Undergraduate degree or community college diploma
- 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
Desired Qualifications
- Knowledge of wealth management and/or operations
- Knowledge of investment products
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.