Private Wealth Client Relations Associate

TD Bank; Ottawa; On-site; CAD 45,000 - 59,000; Full time

Job summary

TD Private Wealth Management seeks a PIA Client Relationship Associate in Toronto to support Investment Advisors in delivering exceptional client service. You will handle business services, prepare client materials, and help build and maintain relationships with high-value clients.

Responsibilities include supporting advisors, creating client reports, and tracking market data while contributing to a professional and collaborative team environment.

Qualifications

• Undergraduate degree or college diploma (preferred).
• Licensed as a Registered Representative (CIRO) or eligibility to obtain license is required.
• 1–2 years of relevant experience, ideally in banking or administrative roles.
• Strong communication, relationship-building and collaborative skills.
• Knowledge of wealth management and/or operations is an asset; knowledge of investment products is a bonus.

Responsibilities

• Provide business and relationship management to Investment Advisors to deliver exceptional client service.
• Support IA with tailored solutions and documentation for client meetings.
• Build relationships with existing clients and provide accurate administrative support.
• Prepare documentation and updates for client meetings; monitor market quotes and account activity.
• Identify sales opportunities and assist IA in client meetings and referrals.

Skills

Communication

Relationship-building

Client service

Education

Undergraduate degree or college diploma

CIRO license eligibility

Job description

TD Private Wealth Management seeks a PIA Client Relationship Associate in Toronto to support Investment Advisors in delivering exceptional client service. You will handle business services, prepare client materials, and help build and maintain relationships with high-value clients.

Responsibilities include supporting advisors, creating client reports, and tracking market data while contributing to a professional and collaborative team environment.