PIA Client Service Associate
$43,300–$56,700 year
On-siteMarkham, Ontario, Canada
EXPIREDMarkham, Ontario, CanadaOn-siteFull Time$43,300–$56,700 yearEntry LevelEnterprise
Full TimeEntry LevelEnterprise
Job Summary
Prepare documentation and client account reports for Investment Advisors to support meeting readiness. Correspond with clients and branch staff to deliver mentorship on products, manage referral opportunities, and ensure accurate lead coding. Respond to phone, mail, and electronic enquiries while adhering to compliance requirements and risk management policies. Submit marketing materials for approval and maintain client information packages. Deliver a high standard of client service across all interactions while prioritizing work and exercising discretion.
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
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