Elevate client relationships as a PIA Client Service Associate with TD Wealth in Pointe Claire, Quebec. Deliver exceptional service while aiding Investment Advisors in diverse tasks and administrative support.

In this role, you will provide dedicated assistance to an Investment Advisor or team, preparing documentation and client updates for meetings. Your expertise in client interaction will help foster lasting relationships and improve overall client satisfaction. Additionally, your solid communication skills will be key in mentoring clients about products and services.

Key Responsibilities:
• Prepare documentation and updates for client meetings
• Create client account analysis reports
• Manage leads and referral coding administration




• Maintain marketing materials and client information packages
• Respond to client inquiries through various channels

Requirements:
• Bilingual proficiency in English and French
• Undergraduate degree or community college diploma preferred
• 1-2 years relevant experience in banking or administration
• Strong communication and relationship-building skills
• Knowledge of investment products or wealth management is an asset

Lead the charge in delivering exemplary client service with TD Wealth in Pointe Claire, while developing your career in financial services.
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📌 Client Service Associate at TD Wealth (Quebec City)
🏢 TD
📍 Quebec City