Wealth Client Relations Associate — Commission Eligible

TD; Vancouver; On-site; CAD 70,000 - 100,000; Full time

Job summary

TD Private Wealth Management in Vancouver seeks a PIA Client Relationship Associate to deliver business and relationship management support to Investment Advisors, enabling high-value client service.

You will build relationships with clients, branches and referral sources, provide financial planning expertise, organize seminars, match clients to products, and support risk management and continuous improvement across the wealth advisory process.

Qualifications

• Must be licensed as a Registered Representative (RR) with CIRO.
• 1–2 years of relevant banking or administrative experience.
• Strong communication skills and ability to build client relationships.
• Knowledge of wealth management or financial products is an asset.
• Desirable: CFP or PFP credentials.

Responsibilities

• Provide functional specialized business services, advisory and process/program support.
• Assist Investment Advisors in building integrated solutions for clients' needs.
• Build relationships with existing clients, bank branches and referral sources.
• Demonstrate financial planning expertise to support IAs and enhance client retention.
• Participate in client meetings and wealth planning processes; organize seminars/events.
• Match clients to products and services in a professional, timely manner.
• Maintain a culture of risk management; monitor transaction activity and adherence to policies.
• Monitor service quality and productivity; pursue continuous improvement.

Skills

Strong communication skills

Relationship building

Education

CIRO Registered Representative license

Job description

TD Private Wealth Management in Vancouver seeks a PIA Client Relationship Associate to deliver business and relationship management support to Investment Advisors, enabling high-value client service.

You will build relationships with clients, branches and referral sources, provide financial planning expertise, organize seminars, match clients to products, and support risk management and continuous improvement across the wealth advisory process.