PIA Client Associate at TD Private Investment Advice

Join TD Private Wealth Management as a PIA Client Associate, delivering specialized support in wealth planning and client relationships. This role emphasizes providing outstanding customer service while working closely with Investment Advisors.

As a PIA Client Associate, you'll coordinate essential administrative tasks, ensuring efficient support for your team and a positive experience for clients. Your duties will involve preparing documentation for client meetings, providing mentorship on products, and managing compliance for account documentation. This position values proactive service and collaboration to enhance client interactions.

Key Responsibilities:

• Prepare documentation and reports for client meetings

• Communicate mentorship on investment products to clients

• Manage referrals and ensure compliance in marketing materials

• Respond to client inquiries via phone and electronic means

• Engage actively in team performance improvements

Requirements:

• Undergraduate degree or community college diploma is preferred

• Must hold CIRO Investment Representative license

• 1–2 years of experience in relevant fields

• Strong relationship-building and communication skills

• Knowledge of investment products and wealth management processes

Leverage your administrative expertise and commitment to client service in the PIA Client Associate role at TD Private Wealth Management.
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