Support TD Wealth clients in St. John's with detailed administration, communication, and specialized service for Investment Advisors and their teams.
As a PIA Client Service Associate, you will provide frontline administrative support on diverse assignments. You will prepare client meeting documentation, create account reports, and respond to client enquiries. The work requires relationship building, discretion, collaboration, and independent organization.
Key Responsibilities: Prepare documentation and updates for Investment Advisors’ client meetings
Create client account reports and identify referral opportunities
Manage leads, referral coding, and marketing material approvals
Compile client information packages and maintain marketing materials




Respond to phone, mail, and electronic client enquiries
Requirements: Undergraduate degree or community college diploma preferred
Obtain Investment Representative licensing through CIRO
Bring one to two years of relevant experience
Communicate strongly and build relationships collaboratively
Knowledge of wealth management or investment products is an asset
Apply detailed client service, administrative support, and communication skills within TD Private Investment Advice in St. John's.

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📌 Private Investment Advice Client Service Associate (Newfoundland and Labrador)
🏢 TD Bank Group
📍 Newfoundland and Labrador