PIA Client Service Associate
TD Bank Group(26 days ago)
About this role
A PIA Client Service Associate in TD Private Investment Advice provides specialized administrative support to an Investment Advisor or team, enabling personalized wealth planning and investment services for high-value clients. The role is a frontline, client-facing position focused on preparing meeting materials, maintaining client documentation, and supporting branch operations. It sits within TD Private Wealth Management and contributes to delivering a high-standard client experience.
Required Skills
- Detail Orientation
- Client Service
- Communication
- Administration
- Compliance
- Reporting
- Sales
- Wealth Management
- Investment Knowledge
- Teamwork
Qualifications
- Undergraduate Degree
- College Diploma
- CIRO Investment Representative (IR) License
About TD Bank Group
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