Conseiller Service Client – Gestion de Patrimoine (Manitoba)

Conseiller Service Client – Gestion de Patrimoine (Manitoba)

11 Aug
|
TD Bank Group
|
Manitoba

11 Aug

TD Bank Group

Manitoba

TD Bank Group in Winnipeg, Manitoba, is seeking a PIA Client Service Associate within TD Private Wealth Management to provide specialized administrative support to Investment Advisors and to engage with clients and branch staff.
Responsibilities include preparing documentation for client meetings, generating client account reports, identifying referral opportunities, handling leads, and ensuring accurate referral coding while maintaining compliant marketing materials.

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📌 Conseiller Service Client – Gestion de Patrimoine (Manitoba)
🏢 TD Bank Group
📍 Manitoba

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