Wealth Client Services Associate (Markham)

Wealth Client Services Associate (Markham)

11 Aug
|
TD Bank Group
|
Markham

11 Aug

TD Bank Group

Markham

TD Bank Group in Markham, Ontario, seeks a PIA Client Service Associate to deliver high-level support to Investment Advisors and high-value clients in wealth management. You will prepare documentation, analyze client accounts, and identify referral opportunities while maintaining compliance and delivering exceptional service.

The role requires an undergraduate degree or diploma, CIRO IR licensing, and 1–2 years in banking or related fields, with solid communication and relationship-building

📌 Wealth Client Services Associate (Markham)
🏢 TD Bank Group
📍 Markham

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