Wealth Management Client Relations Associate in Surrey

Wealth Management Client Relations Associate in Surrey

Surrey Full-Time On-site
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TD Private Wealth Management seeks a PIA Client Relationship Associate to provide business and relationship management support to Investment Advisors, enabling high-quality service for our high-value clients in Surrey, BC.

You will assist in wealth planning, coordinate client meetings, and help build customized solutions while maintaining risk controls and excellent client experience. A relevant degree and CIRO licensing are expected.

Wealth Management Client Relations Associate in Surrey employer: TD

TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.

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Contact Details:

TD Recruitment Team