Support TD Wealth Investment Advisors in Surrey through financial planning, relationship management, and detail-focused service for high-value clients.
As a PIA Client Relationship Associate, you will provide business, relationship management, and planning support within TD Private Wealth Management. Your work includes customized client solutions, financial plans, referral relationships, and wealth planning activities. The position requires communication, confidentiality, collaboration, and independent judgment.
Key Responsibilities:
- Provide specialized business, advisory, and process support
- Assist Investment Advisors with customized client solutions
- Build relationships with clients and referral sources
- Produce financial plans supporting retention and loyalty
- Participate in meetings, planning, and client events
Requirements:
- Undergraduate degree or community college diploma preferred
- Obtain Registered Representative licensing through CIRO
- One to two years of relevant experience
- Strong communication and relationship-building skills
- Wealth management or investment product knowledge is an asset
Bring financial planning expertise, relationship management, and client service skills to TD Private Wealth Management in Surrey.
PIA Client Relationship Associate in Surrey employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
