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
Robust 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.

#J-18808-Ljbffr

📌 PIA Client Relationship Associate (British Columbia)
🏢 TD Bank Group
📍 British Columbia