PIA Client Service Associate
Kelowna, BCThe Toronto-Dominion Bank (Canada)
1+ ansCandidates need strong communication and relationship-building skills, plus a CIRO Investment Representative licence. An undergraduate degree or college diploma is preferred, along with 1 to 2 years of administrative or banking experience. Knowledge of wealth management or investment products is an asset.
Attention to detail, Customer experience, Administrative support, Documentation, Communicate with customers, Provide mentorship
Financial Planner- Castleridge, Calgary
Calgary, ABThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need experience in financial services, ideally three to five years managing client relationships and giving investment advice. A university degree is preferred, and they must obtain a CIRO Registered Representative licence and the CFP designation within set timeframes.