PIA Client Relationship Associate
On-site · Saskatoon, Saskatchewan, Canada
Job Summary
TD Private Wealth Management role focusing on business and relationship management to support Investment Advisors in delivering high-quality client service. Responsibilities include building customized solutions for clients, maintaining relationships with clients and bank branches, participating in client meetings and wealth planning, matching clients to appropriate products, ensuring risk/compliance adherence, monitoring service quality, and contributing to continuous improvement. Requires licensing as an RR with CIRO, 1–2 years of relevant experience, strong communication and relationship-building skills, and knowledge of wealth management or investment products is a plus. Location: Saskatoon, Saskatchewan, Canada. The role emphasizes a client-centric, collaborative, and compliant approach within TD’s wealth-management context.
Required Qualifications
- Undergraduate degree or community college diploma preferred
- Licensed as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
- 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
- Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently
- Knowledge of wealth management and/or operations is an asset
- Knowledge of investment products is an asset
- Proven client service and relationship-building abilities
- Ability to participate in client meetings and the wealth planning process
- Demonstrated ability to monitor service quality and productivity
- Team-oriented with willingness to support a positive professional environment
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