investment consultant
Title posted on CareerBeacon -
PIC Private Client Service Associate
Posted on
June 16, 2024
by
Employer details
TD Bank
Job details
Work Location:Victoria, British Columbia, CanadaHours:37.5Line of Business:TD WealthPay Details:$51,400 - $72,600 CADJob Description:Job Description This role is responsible for providing consistent and accurate administrative, analytical and client service support to one or more Portfolio Manager(s).CUSTOMERPrepare all documentation and provide updates to the Portfolio Manager in preparation for client meetingsCreate reports for analysis of client accountsAccept/create leads and ensure correct referral coding on TD LeadsProvide a high level of organization for the branch by excelling at administrationMay act as a secondary contact for the Portfolio Manager's relationshipsSHAREHOLDERPrioritize and manage own workload to meet SLA requirements for service and productivityConsistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriateBe knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional areaSupport the timely and accurate completion of business processes and proceduresEnsure necessary due diligence to support the accuracy of all customer transactions / activitiesAdhere to internal policies/procedures and applicable regulatory guidelinesKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesContribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.Contribute to a fair, positive and equitable environment that supports a diverse workforceAct as a brand champion for the business area/function and the bank, both internally and/or externallyBREADTH & DEPTHFirst level professional role with focus on performing functional specialized business services or support within fairly well-defined parameters as directedTime horizon and nature of work is generally short-term focused daily / weekly to monthlyRequires if basic experience and skills and provides standard reporting and /or analysis as directedRequires basic knowledge of the function and / or the business supported Focus on developing conceptual knowledge of practices and procedures for own area or functionUnderstands key business and functional drivers and processes in the context of their own workUses existing established methods and procedures to complete assignments and / or solve problemsGenerally works within well-defined parameters under the direction of managementReports to the Manager Client ServiceEXPERIENCE AND / OR EDUCATIONUndergraduate degree or community college diploma preferred2 years of relevant work experience completion of the Canadian Securities Course (CSC) or other industry related courses considered an asset Strong communication skills with ability to build relationships and work collaboratively, confidentially and independentlyWho 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, w
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LocationVictoria, BC
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2079010
Advertised until
2024-07-15
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