ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

PIA Client Service Associate at TD Bank - ApplyBlast

PIA Client Service Associate

TD Bank

4 months ago

Oakville, Ontario

Onsite

Full Time

Junior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

A PIA Client Service Associate at TD Wealth provides dedicated administrative support to Investment Advisors, preparing documentation, creating client reports, and managing marketing materials. This frontline role involves responding to client inquiries, coordinating referral opportunities, and ensuring adherence to compliance and risk management policies within a sophisticated wealth management environment. The position is designed to offer entry-level professionals a pathway to a lasting career in private investment advice with opportunities for professional growth and skill development.

Responsibilities

Prepare documentation and updates for client meetings with Investment Advisors
Create analytical reports for client accounts and identify referral opportunities
Respond to client inquiries via phone, mail, and electronic channels
Submit marketing materials for approval and maintain updated client packages
Ensure adherence to compliance requirements and risk management policies

Skills

Qualifications

Undergraduate degree or community college diplomaInvestment Representative (IR) License with CIRO1 to 2 years of relevant experience

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).