TD Bank Group

PIA Client Service Associate

TD Bank Group

2 months ago
Vancouver, British Columbia
Onsite
Full Time
Junior
0 applicants
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TD Bank Group
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About this role

The PIA Client Service Associate provides specialized administrative and frontline support to Investment Advisors within TD Private Investment Advice, helping deliver personalized wealth management services. Based in Vancouver, the role supports client interactions, documentation, and preparation for advisor meetings while contributing to the overall client experience. It is an entry-level position with opportunities for licensing and career development within TD Wealth.

Skills

Qualifications

Undergraduate DegreeCollege DiplomaCIRO Investment Representative (IR) License (within 6 months)
TD Bank Group

About TD Bank Group

td.com

Explore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.

About TD Bank Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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