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PIA Client Relationship Associate at TD Bank - ApplyBlast

PIA Client Relationship Associate

TD Bank

3 months ago

Brampton, Ontario

Onsite

Full Time

Junior

0 applicants

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About this role

A PIA Client Relationship Associate at TD Wealth provides business and relationship management support to Investment Advisors, enabling them to deliver exceptional service to high-value clients. The role involves assisting in building customized investment solutions, participating in client meetings, and maintaining a culture of risk management while matching clients to appropriate products. Candidates will work collaboratively within a team to improve client retention and loyalty through high-quality financial planning support.

Responsibilities

Provide specialized business services and planning support to Investment Advisors
Assist in building integrated and customized investment solutions for clients
Build relationships with clients, bank branches, and referral sources
Participate in client meetings and organize wealth planning seminars
Monitor service quality and maintain a culture of risk management

Skills

Qualifications

Registered Representative (RR) with CIROPersonal Financial Planner (PFP) preferredCertified Financial Planner (CFP) preferred

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).