Job opportunity
Wealth Management Client Relations Associate
TD
TD Private Wealth Management seeks a PIA Client Relationship Associate to provide business and relationship management support to Investment Advisors, enabling high-quality service for our high-value clients in Surrey, BC.
You will assist in wealth planning, coordinate client meetings, and help build customized solutions while maintaining risk controls and excellent client experience. A relevant degree and CIRO licensing are expected.
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Apply on source site You will assist in wealth planning, coordinate client meetings, and help build customized solutions while maintaining risk controls and excellent client experience. A relevant degree and CIRO licensing are expected.
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