Join TD Wealth as a Client Service Associate in Ottawa, Ontario. This role focuses on providing exceptional service and administrative support to Investment Advisors for a seamless client experience.
As a key team member, you will be responsible for preparing materials for client meetings and creating exact reports for account analysis. Your role includes engaging with clients to ensure their needs are met while adhering to compliance standards. A strong detail-oriented approach is crucial for this position.
Key Responsibilities:
• Prepare and provide documentation for client meetings
• Generate reports for analyzing client accounts
• Manage leads and maintain referral coding accuracy
• Submit marketing pieces for compliance approval
• Maintain knowledge of compliance and documentation
Requirements:
• Community college diploma or undergraduate degree preferred
• CIRO licensure as an Investment Representative required
• 1–2 years of related administrative experience
• Strong ability to foster client relationships
• Familiarity with wealth management concepts an asset
Bring your dedication to client service to enhance the wealth management experience at TD in Ottawa.
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