Associé, Service à la clientèle, CPP

Description du Poste

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.

Lieu de Travail : Brampton, Ontario, Canada

Horaire : 37.5 heures par semaine

Secteur d’activité : Gestion de patrimoine TD

Détails de la rémunération : $43,300 – $56,700 CAD

Ce poste est admissible à des revenus de commission.

Responsabilités

• 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
• B...