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PIA Client Service Associate at TD Bank - ApplyBlast

PIA Client Service Associate

TD Bank

2 months ago

Saskatoon, Saskatchewan, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The PIA Client Service Associate provides specialized administrative support to Investment Advisors, handling documentation, client communications, and marketing materials while ensuring compliance and delivering a high‑standard client experience. The role involves preparing meeting materials, creating reports, managing leads and referrals, and contributing to team performance and risk management.

Responsibilities

Prepare documentation and updates for client meetings
Create and analyze client account reports
Deliver high‑level client service and ensure compliance

Skills

Qualifications

Investment Representative (IR) license

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).