Elevate client relationships with TD Wealth as a Client Service Associate in Toronto, Ontario. Provide specialized support to Investment Advisors while delivering exceptional client experiences.
In this frontline position, you’ll play a crucial role in TD Private Wealth Management, focusing on personalized service and administrative tasks. You will assist Investment Advisors with documentation, client communication, and lead management. Ideal candidates will bring attention to detail, robust communication skills, and a commitment to operational excellence.
Key Responsibilities:
• Prepare documentation and updates for client meetings
• Create client account reports and provide mentorship
• Manage lead creation and ensure proper referral coding




• Adhere to compliance requirements and marketing protocols
• Deliver high-level client service via multiple communication channels
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative (IR) required
• 1–2 years of relevant experience in banking or administration
• Strong communication and relationship-building skills
• Knowledge of wealth management or investment products is an asset
Enhance your career in a supportive environment while helping clients achieve their financial goals.
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📌 Client Service Associate at TD Wealth (Toronto)
🏢 TD
📍 Toronto