Elevate your career with TD Wealth as a Client Service Associate in Ottawa, Ontario. Provide specialized support to Investment Advisors while ensuring an exceptional client experience at every interaction. In this frontline role, you will assist a team of Advisors by preparing documentation and creating detailed reports for client meetings.

Your responsibilities will include communicating with clients regarding their accounts and implementing compliance requirements effectively. Attention to detail and a dedication to client service are essential for success in this position. Key Responsibilities:
Prepare documentation for client meetings with Investment Advisors
Create client account reports for analysis and communication




Ensure accurate referral coding administration on leads
Submit marketing materials for review and approval
Maintain compliance with account documentation requirements Requirements:
Undergraduate degree or community college diploma preferred
Licensed as an Investment Representative with CIRO
1–2 years of experience in administrative roles
Solid communication skills and cooperative mindset
Knowledge of investment products preferred Deliver outstanding support and contribute to an exceptional client service experience at TD Wealth in Ottawa.

📌 Client Service Associate In Ottawa (Canada)
🏢 TD
📍 Canada