PIA Client Service Associate
TD Bank Group(1 month ago)
Regina, SaskatchewanOnsiteFull TimeJunior$32,042 - $41,958TD Wealth
Apply NowAbout this role
A PIA Client Service Associate at TD Private Wealth provides specialized administrative support to Investment Advisors within TD Private Investment Advice, working with high-value clients and advisor teams. The role focuses on maintaining client-facing interactions, preparing account documentation and reports, and supporting the delivery of personalized wealth management services.
Required Skills
- Client Service
- Administrative Support
- Documentation
- Compliance
- Communication
- Reporting
- Marketing
- Risk Management
Qualifications
- Undergraduate Degree
- Community College Diploma
- Investment Representative (IR) - CIRO
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