Support TD Wealth Investment Advisors in Concord through financial planning expertise and relationship management for high value clients. The role includes 37.5 hours weekly.
As a PIA Client Relationship Associate, you will provide specialized business services, planning support, and process guidance. You will help create customized solutions, strengthen client and referral relationships, and support exceptional service. This position requires communication, collaboration, confidentiality, and independent work.
Key Responsibilities: Provide specialized business, advisory, and process support
Assist Investment Advisors with customized client solutions
Build relationships with clients and Bank referral sources
Produce financial plans supporting retention and loyalty
Participate in meetings, planning, seminars, and events
Requirements: Undergraduate degree or community college diploma preferred
Obtain Registered Representative licensing with CIRO
Bring two or more years of relevant experience
Communicate effectively and build cooperative relationships
Knowledge of wealth management or investments is an asset
Apply financial planning, relationship management, and client service expertise supporting TD Wealth Investment Advisors in Concord.