About This Opportunity: Client Service Associate (Côte Saint-Luc)
Fiera Capital is currently seeking a Client Service Associate (Côte Saint-Luc) to join their team in Côte Saint-Luc.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
-
•
No specific education requirements
Required Experience
-
•
Job Summary PIA Client Service Associate – TD Private Wealth Management. Dedicated specialized administrative support to an Investment Advisor (IA) or team of Advisors on diverse assignments. You will manage documentation, client communications, marketing materials, and compliance, ensuring top‑tier client service. Location & Compensation Montréal, Quebec, CanadaHours: 37.5Line Of Business: TD WealthPay: $43,300–$56,700 CAD (annual) plus commission based earnings. Responsibilities 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 recent 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. Requirements Undergraduate degree or community college diploma preferred. Bilingual proficiency (English & French). 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. For Quebec positions: mastery of a language other than French to support clients requiring services in that language. Advantages Base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. #J
Position Details
-
•
Location: Côte Saint-Luc
Key Responsibilities
-
•
Effectively perform assigned job duties
-
•
Maintain safety and cleanliness in the workplace
-
•
Work effectively with team members
-
•
Follow company policies and procedures
-
•
Perform tasks according to quality standards
Qualifications
-
•
Reliability and punctuality
-
•
Ability to work independently and in a team
-
•
Strong work ethic and positive attitude
-
•
Ability to follow instructions
Why Join Fiera Capital?Fiera Capital offers a supportive work environment in Côte Saint-Luc, where employees can grow and develop their skills. This Client Service Associate (Côte Saint-Luc) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Client Service Associate (Côte Saint-Luc) at Fiera Capital in Côte Saint-Luc.
Click the Apply button above to submit your application and take the next step in your career.
