TD Bank Group

PIA Client Service Associate

TD Bank Group

2 months ago
Qualicum Beach, British Columbia
Onsite
Part Time
Junior
0 applicants
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TD Bank Group
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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.

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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