Elevate client relationships as a Client Service Associate with TD in Markham, Ontario. Focus on personalized investment support and exceptional service to enhance the customer experience.

This frontline role requires accuracy and attention to detail in managing client documentation and preparing for meetings. You'll create client reports, mentor customers about products, and facilitate lead generation while adhering to compliance. This position serves as a energetic entry point into a rewarding career in wealth management.

Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create and analyze reports on client accounts
• Communicate product knowledge and identify referral opportunities




• Ensure accurate lead coding and administration
• Maintain compliance with account documentation regulations

Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative with CIRO
• 1-2 years of experience in banking or administration
• Strong communication skills for relationship building
• Knowledge of wealth management and investment products

Deliver high-quality service and support clients with TD's expert team in Markham.
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📌 Client Service Associate at TD Wealth (Ontario)
🏢 The Toronto-Dominion Bank (Canada)
📍 Ontario