Elevate your career at TD Wealth as a Client Service Associate in Brossard, Quebec. This role emphasizes client relations, documentation preparation, and investment insight for a gold-standard experience. As a Client Service Associate, you will be crucial in supporting Investment Advisors while ensuring top-tier service to clients.

Your responsibilities include creating client reports, managing inquiries, and adhering to compliance standards. You will actively participate in team performance improvement and address client needs effectively while fostering valuable relationships. Key Responsibilities:

- Prepare documentation for client meetings and IAs
- Create detailed reports to analyze client accounts
- Respond to client inquiries via phone and email




- Submit marketing pieces and compile client information packages
- Maintain compliance with account documentation and procedures Requirements:
- Undergraduate degree or community college diploma preferred
- 1–2 years of experience in relevant fields
- Solid communication and relationship-building skills
- Familiarity with wealth management practices
- Knowledge of investment products is an asset Make a significant impact on client service and wealth management at TD Wealth by leveraging your skills.

📌 Client Service Associate at TD Wealth (Brossard)
🏢 TD
📍 Brossard