PIA Client Service Associate
TD Bank Group(26 days ago)
About this role
A PIA Client Service Associate within TD Private Wealth Management supports Investment Advisors and private wealth clients by delivering client-facing administrative and service support as part of TD Private Investment Advice. The role is frontline, based in Victoria, BC, and is commission-eligible within a wealth management business. It is suited for candidates early in their careers with 1–2 years of relevant experience.
Required Skills
- Client Service
- Documentation
- Reporting
- Compliance
- Communication
- Marketing
- Risk Management
- Teamwork
Qualifications
- Undergraduate Degree (Preferred)
- College Diploma (Preferred)
- Investment Representative (IR) - CIRO (Required)
About TD Bank Group
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