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
📌 Private Wealth Client Relationship Associate (Vaughan)
🏢 TD
📍 Vaughan