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 supportAssist Investment Advisors with customized client solutionsBuild relationships with clients and referral sourcesProduce financial plans supporting retention and loyaltyParticipate in meetings, planning, and client eventsRequirements:Undergraduate degree or community college diploma preferredObtain Registered Representative licensing through CIROOne to two years of relevant experienceStrong communication and relationship-building skillsWealth management or investment product knowledge is an assetBring financial planning expertise, relationship management, and client service skills to TD Private Wealth Management in Surrey.

📌 Pia Client Relationship Associate (Surrey)
🏢 The Toronto-Dominion Bank (Canada)
📍 Surrey