PIA Client Service Associate
TD Bank Group(26 days ago)
About this role
The PIA Client Service Associate at TD Wealth is a front-line, client-facing role supporting Investment Advisors within TD Private Investment Advice. Based in Halifax, the position is part of TD Private Wealth Management and helps deliver personalized wealth services to high-value clients. The role is commission-eligible and contributes to the client experience and advisor support.
Required Skills
- Client Service
- Administrative Support
- Communication
- Compliance
- Report Preparation
- Relationship Building
- Marketing
- Risk Management
Qualifications
- Undergraduate Degree
- Community College Diploma
- CIRO Investment Representative (IR) License
About TD Bank Group
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