TD Bank Group

PIA Client Service Associate

TD Bank Group

1 month ago
Burlington, Ontario
Onsite
Full Time
Junior
0 applicants
TD Bank Group
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About this role

A PIA Client Service Associate at TD Private Wealth Management provides dedicated administrative and client-facing support to an Investment Advisor or advisory team, preparing client documentation, reports, and marketing materials. The role serves as a frontline contact for high-value clients, ensuring compliance and delivering a consistently high standard of service. The position is based in Burlington, Ontario and supports client relationship management and operational efficiency within TD Wealth.

Skills

Qualifications

Undergraduate DegreeCollege DiplomaCIRO Investment Representative (IR) License
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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