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PIA Client Service Associate at TD Bank - ApplyBlast

PIA Client Service Associate

TD Bank

9 months ago

Toronto, Ontario

Onsite

Full Time

Junior

0 applicants

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About this role

The PIA Client Service Associate supports Investment Advisors and Portfolio Managers within TD Private Wealth Management by providing specialized administrative assistance and acting as a frontline contact for high-value clients. The role contributes to delivering personalized wealth planning and client service, supporting account documentation, meeting preparation, and client communications. It is an entry-level client-facing position within a private investment advice team.

Skills

Qualifications

Undergraduate DegreeCollege DiplomaInvestment Representative (IR) License - CIROCFA Level I (Asset)

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).