PIA Client Service Associate
$43,300–$56,700 year
On-siteWinnipeg, Manitoba, Canada
Job Summary
Prepare documentation and provide updates to Investment Advisors for client meetings. Create reports for client account analysis, communicate with customers for product mentorship, and identify referral opportunities. Accept and create leads while ensuring correct referral coding administration. Submit marketing pieces for approval, compile client information packages, and maintain marketing materials. Respond to phone, mail, and electronic enquiries based on full-service brokerage knowledge. Adhere to compliance requirements and risk management policies. Deliver a high-level client experience across all interactions. This role supports the TD Private Wealth Management team in Winnipeg, offering a path to commission-based earnings and career growth within a leading global financial institution.
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
- Knowledge of wealth management and/or operations
- Knowledge of investment products
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