Apply on Kit Job: kitjob.ca/job/2g935a

Drive client satisfaction as a Wealth Management Client Services Specialist. Your role involves preparing documentation, generating reports, and providing mentorship to enhance client interactions.
This position requires a proactive approach to client meetings, ensuring that documentation is prepared effectively while adhering to compliance regulations. You will create reports for analysis, communicate to foster relationships, and handle leads for referrals. Supporting marketing efforts and providing exceptional service via phone and electronic channels will be essential to your success.
Key Responsibilities:
• Prepare and update documentation for clients
• Generate reports analyzing client accounts
• Manage leads and referral coding accurately




• Compile and submit marketing information packages
• Respond to inquiries with a high level of service
Requirements:
• Undergraduate degree or community college diploma preferred
• Must be licensed as an Investment Representative (IR)
• 1–2 years of experience in relevant fields
• Excellent communication and relationship skills
• Familiarity with wealth management operations an asset
Optimize the client experience through service excellence and performance insights while fostering team-oriented relationships.
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Apply on Kit Job: kitjob.ca/job/2g935a

📌 Wealth Management Client Services Specialist (Oakville)
🏢 TD Securities
📍 Oakville