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PIA Client Relationship Associate at TD Bank - ApplyBlast

PIA Client Relationship Associate

TD Bank

3 months ago

Kelowna, British Columbia, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The PIA Client Relationship Associate supports Investment Advisors by providing business and relationship management, planning support, and specialized advisory services to high‑value clients. The role involves building customized solutions, participating in client meetings and events, and ensuring high‑quality service and risk management.

Responsibilities

Provide specialized business and advisory support to Investment Advisors
Assist Investment Advisors in creating customized wealth solutions
Build and maintain relationships with clients and referral sources
Develop high-quality financial plans and ensure risk management compliance
Participate in client meetings and organize seminars/events

Skills

Qualifications

Undergraduate degreeCommunity college diplomaRegistered Representative (RR) licensePersonal Financial Planner (PFP) certificationCertified Financial Planner (CFP) certification

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).