PIA Client Service Associate
Kelowna, BCSur placeTemps plein
TT
The 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