/ hour
Details
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.
TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.
Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.
In addition, you will:
•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
•Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
•Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage
•Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion
•Adhere to all policies and procedures and maintain a culture and operation of risk management
•Use insights to continually improve individual and team performance for clients
•Participate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities
Qualifications & Experience
•Undergraduate degree or community college diploma preferred
•Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO) within 12 months of hire
•1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
•Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently
•Knowledge of wealth management and/or operations is an asset
•Knowledge of investment products is an asset
/ hour (
$50,000–$80,000/Yr
) Details
Job description
North Island Propeller in Campbell River, BC is a well-established small business, providing quality repair services and sales of new, used and refurbished marine propellers for recreational, commercial and industrial applications. North Island Propeller is locally owned and operated by Brian Jansen, and has been in business for over 40 years, serving Campbell River and it’s neighboring communities throughout, and surrounding Vancouver Island.
This person would need to have an entrepreneurial spirit as well as a keen interest in the marine industry, as this is their biggest customer.
Schedule:
• 8 hour shift (8:00-4:00)
• Day shift
• Monday to Friday
Expected start date:
Immediately
Benefits:
• Casual dress
• On-site parking
• Store discount
If you are interested in having your own business, why not consider starting in a supervisory/managerial role to learn from the current owner, benefit from his mentorship, and take over the business after you have learned all you can from him?
If you need help with business plan development, please contact the Work BC Centre, Campbell River for more information about their self-employment services. They will help you determine if you are eligible for their self-employment program.
If you want to come on as an employee, you may be eligible for the Work BC Wage Subsidy Service (paid on the job training).
Please contact the Work BC Centre, Campbell River for more information about their Wage Subsidy service.
Qualifications & Experience
The RIGHT person will require the following traits:
You…
• are ambitious and motivated
• are hard working, and have a reliable work ethic
• are a team player
• believe that customer service is first and foremost
• have a keen interest in and commitment to the marine industry
• have excellent communication skills
• are willing to learn on the job
• are committed to the community of Campbell River
SKILLS:
The more you have the better! Having said that, a healthy interest in gaining any or all of the skills listed below is a great start to the goal of owning a niche-market business where you have an opportunity to gain valuable hands-on experience from master craftsmen.
ASSETS:
Experience, knowledge of, or keen interest in the following trades and/or skills:
• Marine propeller service, Propeller pitching, repair and sales
• Metalwork, Welding, Forging
• Grinding, polishing, sanding, painting
• Welding and metalwork knowledge (if you do not have actual experience)
• Experience within the marine industry specifically
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