Elevate your career at TD Wealth as a Client Service Specialist in Toronto, Ontario. This position emphasizes relationship management and administrative support to Investment Advisors and high-value clients.
As a Client Service Specialist, you will collaborate closely with Investment Advisors, providing specialized business services and enhancing client interactions. Your ability to build relationships and deliver accurate support is vital to this dynamic role. You will execute comprehensive brokerage operations while identifying sales opportunities to boost service quality.
Key Responsibilities:
• Assist Investment Advisors with integration of client solutions
• Build robust relationships with high-value clients




• Deliver consistent administrative support and documentation
• Provide market quotes and track investments
• Monitor service quality and implement improvements
Requirements:
• Preferred degree or community college diploma
• Licensed as a Registered Representative with CIRO
• 1-2 years of experience in banking or administration
• Strong communication and collaborative skills
• Knowledge of wealth management trends is an advantage
Be part of a supportive team at TD Wealth, focusing on client-centered service and relationship enhancement.
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📌 TD Wealth Client Service Specialist (Toronto)
🏢 TD Bank
📍 Toronto