Elevate your career as a Client Service Associate with TD Wealth in Concord, Ontario. Your role involves providing exceptional client service and support to investment advisors for optimal wealth management.

This position requires a dedicated individual who thrives in giving meticulous attention to detail and ensuring a legendary customer experience. Primary responsibilities include preparing documentation for client meetings, managing reports, and facilitating client communication.

This is an excellent chance for those with at least 1–2 years of relevant experience in banking or administration.

Key Responsibilities:

- Prepare documentation and updates for Investment Advisors
- Create and analyze reports on client accounts
- Accept leads and manage referral opportunities accurately




- Maintain marketing materials and client information packages
- Respond to client inquiries through multiple channels

Requirements:

- Undergraduate degree or community college diploma preferred
- Licensed as an Investment Representative (IR) with CIRO
- 1–2 years in banking or administrative roles
- Strong communication and relationship-building skills
- Knowledge of investment products is an asset

Drive client engagement and deliver top-tier service as a key member of the TD Private Wealth Management team.

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📌 Client Service Associate in Concord (Vaughan)
🏢 TD
📍 Vaughan