Drive client satisfaction as a Client Service Associate at TD Wealth in Oakville, Ontario. Offer specialized support to Investment Advisors while ensuring legendary service for high-value clients.
In this role within TD Private Wealth Management, you’ll manage administrative tasks and client communications, contributing to personalized wealth management solutions. Your keen attention to detail and willingness to deliver top-notch client experiences will empower you to build lasting relationships with clients and colleagues alike.
Key Responsibilities:
• Prepare and update documentation for client meetings
• Create reports to analyze client account performance
• Mentor customers on investment products and services




• Manage marketing submissions and client information packages
• Ensure adherence to compliance standards in documentation
Requirements:
• Preferably an undergraduate degree or diploma
• Investment Representative (IR) licensing required
• 1-2 years of experience in banking or administration
• Excellent communication and cooperative skills
• Familiarity with wealth management operations
Become a part of TD Wealth’s dedicated team and enhance your skills in a supportive environment.
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📌 TD Wealth Client Service Associate Role (Oakville)
🏢 TD
📍 Oakville