PIA Client Service Associate
TD Bank Group(1 month ago)
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.
Required Skills
- Attention To Detail
- Communication
- Client Service
- Documentation
- Reporting
- Compliance
- Relationship Building
- Marketing
- Risk Management
Qualifications
- Undergraduate Degree
- College Diploma
- CIRO Investment Representative (IR) License (within 6 months)
About TD Bank Group
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