Elevate client interactions as an Investment Support Associate with TD Private Wealth in Toronto. This role focuses on building relationships and enhancing service delivery for high-value clients.
As a Client Relationship Associate, you will provide essential support to Investment Advisors in managing client accounts and ensuring operational excellence. Your attention to detail and customer-centric approach will help identify current sales opportunities and maintain strong client connections. This position is an excellent starting point for a rewarding career in wealth management.
Key Responsibilities:
• Deliver specialized business services and programs support
• Assist in crafting customized investment solutions for clients




• Maintain relationships and provide operational support to Investment Advisors
• Prepare necessary documentation for client meetings
• Identify and track dividend and market quote information
Requirements:
• Completion of undergraduate degree or community college diploma preferred
• CIRO Registered Representative license required
• 1-2 years relevant banking or administrative experience
• Excellent communication and collaborative skills
• Familiarity with wealth management operations is a plus
Join TD Private Wealth to enhance your professional skills within wealth management.
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📌 Investment Support Associate at TD Private Wealth (Toronto)
🏢 TD
📍 Toronto