PIA Client Relationship Associate
TD Bank Group(29 days ago)
About this role
A PIA Client Relationship Associate at TD Private Wealth Management supports Investment Advisors in delivering personalized wealth services to high-value clients and contributes to client retention and service quality. The role is based in Montréal within TD Wealth’s Private Investment Advice line and offers development and progression opportunities within a leading banking institution.
Required Skills
- Detail Orientation
- Client Relationships
- Financial Planning
- Relationship Management
- Communication
- Bilingual
- Risk Management
- Compliance
- Event Planning
- Advisory Support
Qualifications
- Undergraduate Degree
- College Diploma
- Registered Representative (CIRO)
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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