Elevate client experiences with TD Wealth as a Client Service Associate in Montréal. This on-site role emphasizes dedicated administrative support and strong communication skills for high-value clients. As a crucial member of the TD Wealth team, you'll provide specialized support to Investment Advisors while ensuring exemplary service delivery.

Your responsibilities include preparing for client meetings, creating insightful reports, and maintaining compliance with all processes. Collaborate with colleagues to deliver a top-tier client experience and drive positive outcomes in wealth management. Key Responsibilities:

- Prepare documentation for client meetings with Investment Advisors
- Create and analyze reports for client accounts




- Communicate with clients for mentorship on products
- Maintain marketing materials and documentation
- Respond to client inquiries via multiple communication channels Requirements:
- Undergraduate degree or community college diploma preferred
- 1-2 years of relevant experience in banking or administration
- Solid communication and relationship-building skills
- Knowledge of wealth management and investment products an asset
- Must be licensed as an Investment Representative Deliver exceptional client service and enhance your wealth management skills with TD Wealth.

📌 Client Service Associate at TD Wealth (Montreal)
🏢 TD Bank Group
📍 Montreal