Apply on Kit Job: kitjob.ca/job/2fryxn

Elevate client experiences as a Client Service Associate, specializing in wealth management. Ensure exceptional service by preparing documentation and communication in support of client meetings and inquiries.
In this role, you will handle documentation preparation, create insightful reports, and mentor clients on available products and services. Building and managing relationships will be key while identifying opportunities for referrals. You will also maintain compliance documentation, submit marketing pieces, and enhance the overall client experience through effective communication and collaboration.
Key Responsibilities:
• Prepare documentation for client meetings
• Create analytical reports on client accounts
• Accept leads and administer referral coding




• Submit marketing pieces for approval
• Provide high-level service via multiple communication channels
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative (IR)
• 1–2 years relevant experience in banking or admin roles
• Solid communication and relationship-building skills
• Knowledge of wealth management and investment products
Deliver exceptional service and mentorship, fostering relationships that empower clients and enhance team performance.
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Apply on Kit Job: kitjob.ca/job/2fryxn

📌 Client Service Associate for Wealth Management (Oakville)
🏢 TD
📍 Oakville