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PIA Client Relationship Associate
Job in
Surrey, BC, Canada
Listed on 2026-10-23
Listing for:
TD Bank Group
Full Time
position Listed on 2026-10-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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
- 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.
Position Requirements
10+ Years
work experience
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