PIA Client Service Associate (12M STA)
Markham, ONThe Toronto-Dominion Bank (Canada)
1+ ansCandidates need one to two years of relevant experience, ideally in banking or administrative roles, and strong communication skills. A CIRO Investment Representative licence is required, and a college or undergraduate degree is preferred.
Attention to detail, Customer experience, Administrative support, Documentation, Communicate with customers, Provide mentorship
Developing Investment Advisor
Kelowna, BCThe Toronto-Dominion Bank (Canada)
3+ ansCandidates need an undergraduate degree in finance, business or economics, a CIRO Registered Representative licence and 3+ years of client-facing sales experience, ideally in mutual funds or brokerage. A life insurance licence (LLQP) must be obtained within 6 months of hire.
Coaching, Sales, Cold calling, Implement sales strategies, CIRO, CIM