PIA Client Service Associate
TD Bank Group(30 days ago)
About this role
The PIA Client Service Associate at TD Private Wealth Management provides specialized administrative support to an Investment Advisor or advisor team, helping create a high-quality, personalized client experience within TD Private Investment Advice. The role supports client interactions and branch operations, contributing to wealth planning and relationship management. This position is front-line and client-facing, supporting growth and development opportunities within TD Wealth.
Required Skills
- Client Service
- Documentation
- Reporting
- Compliance
- Communication
- Relationship Building
- Marketing
- Risk Management
- Account Management
Qualifications
- Undergraduate Degree
- College Diploma
- CIRO Investment Representative (IR) License
About TD Bank Group
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