PIA Client Relationship Associate
TD Bank Group(1 month ago)
About this role
The PIA Client Relationship Associate supports TD Private Investment Advice by providing business and relationship management and planning support to Investment Advisors. The role focuses on delivering high-quality, personalized wealth planning and client service within TD Wealth. It is an entry-level position that contributes to client retention and advisor effectiveness while offering development and training opportunities.
Required Skills
- Relationship Management
- Financial Planning
- Client Service
- Communication
- Risk Management
- Event Coordination
- Process Improvement
- Investment Products
Qualifications
- Undergraduate Degree
- Community College Diploma
- Registered Representative (RR) - CIRO
- Personal Financial Planner (PFP)
- Certified Financial Planner (CFP)
About TD Bank Group
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