Wealth Management Client Relations Associate

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

Job summary

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.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) expected for successful candidates.
• 1–2 years of relevant banking, administrative roles, or related experience.
• Strong communication skills for building relationships, confidentiality, and independent work.
• Knowledge of wealth management and/or operations is a plus.
• Desirable: PFP or CFP designation.

Responsibilities

• Provide specialized business services, advisory and process/program support.
• Assist Investment Advisors in building integrated solutions for clients' needs.
• Build relationships with existing clients, IA branches and referral sources.
• Demonstrate financial planning expertise to support IAs and produce high-quality plans.
• Participate in client meetings and wealth planning processes; organize client seminars/events.
• Match clients to products and services professionally and efficiently.
• Maintain risk management by adhering to internal policies and monitoring transactions.
• Monitor service quality and productivity; pursue continuous improvement.

Skills

Communication skills

Relationship building

Confidentiality

Independent work

Education

Undergraduate degree or community college diploma preferred

Job description

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.