Skip to main content
Post your resume and find your next job on Indeed!

Whats Up Gold jobs in Calgary, AB

Sort by: -
    • Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently…
    • View all TD Bank jobs - Calgary jobs - Client Services Associate jobs in Calgary, AB
    • Salary Search: PIA Client Service Associate salaries in Calgary, AB
    • See popular questions & answers about TD Bank
    • Outbound lead generation and follow-up for our Business Development Managers.
    • Conviction, follow-up, resilience, and an internal drive for success.
    • Assist with supervision and coordination of trade activities throughout the project lifecycle, following up to confirm completion and achievement of project…
    • Comprehensive Benefits: Maternity and parental leave top up program, health and dental coverage, RRSP matching, and Employee & Family Assistance Program.
    • M POWER Scholarship Program: eligible students can access scholarships of up to $5,000, one-on-one mentorship with industry professionals, and consideration for…
    • They leave their ego at the door — this job involves hearing "no" a lot.
    • Degree, diploma, or certificate all count — U of C, Mount Royal, SAIT, Bow Valley,…
    • Our work with Indigenous Nations focuses on identifying opportunities to enhance administrative and business efficiency.
    • Parental leave top-up for 26 weeks (after 12 months of full-time employment).
    • Collaborate cross-functionally across Business Development & Marketing and with…
    • Avoids communication or follow up.
    • Experience with lead follow up or sales systems.
    • Leads are followed up with consistently and professionally.
    • The Cone Penetration Testing (CPT) Technician's primary duties will be the preparation, set-up, use and maintenance of CPT equipment and other down-hole…
    • Support the check up and downsizing process for each individual client.
    • 4 months of 80% parental leave salary top-up and personalized return to work plans.
    • Family Support: Maternity leave top-up, parental leave and an Employee & Family Assistance Program with 24/7 support.
    • Comprehensive Benefits: Maternity and parental leave top up program, health and dental coverage, RRSP matching, and Employee & Family Assistance Program.
    • Comprehensive Benefits: Maternity and parental leave top up program, health and dental coverage, RRSP matching, and Employee & Family Assistance Program.
    • Comprehensive Benefits: Maternity and parental leave top up program, health and dental coverage, RRSP matching, and Employee & Family Assistance Program.
Get email updates for the latest Whats Up Gold jobs in Calgary, AB

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Career Resources:

TD Bank logo
PIA Client Service Associate
TD Bank
·
3.7
Calgary, AB
$43,300–$56,700 a year
Full-time
Apply on company site

Job details

$43,300–$56,700 a year
Paid time off
Full-time
Calgary, AB

Full job description

Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 CAD

This role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

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 e nquiries 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

Job Requirements

  • 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)

  • 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

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet
Let Employers Find YouUpload Your Resume