PIA Client Relationship Associate
TD Bank Group(28 days ago)
About this role
A PIA Client Relationship Associate at TD Private Wealth Management supports Investment Advisors by providing business and relationship management and planning support for high-value clients. The role contributes to delivering personalized wealth planning and client service within TD Wealth and is based in Markham, Ontario. The position includes base pay with eligibility for commission and opportunities for career development.
Required Skills
- Detail Orientation
- Customer Service
- Relationship Management
- Financial Planning
- Communication
- Risk Management
- Event Planning
- Process Improvement
- Investment Products
Qualifications
- Undergraduate Degree
- College Diploma
- Registered Representative (CIRO RR)
- PFP
- CFP
About TD Bank Group
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