Join TD's Wealth Management team as a Client Associate in Montréal. This role focuses on administrative support while enhancing client relations through service excellence. In your capacity as a Client Associate, you contribute significantly to TD's commitment to client satisfaction.

Support Investment

Advisors with detailed documentation, prepare reports, and efficiently communicate with clients. Your proactive approach will enable you to identify referral opportunities and enhance team performance while maintaining high compliance standards. Key Responsibilities:

- Provide administrative support for Investment Advisors
- Prepare and update client documentation before meetings
- Generate and analyze reports for account evaluation
- Handle client inquiries with knowledge of products and services
- Uphold compliance with all account documentation requirements Requirements:
- Community college diploma or undergraduate degree preferred
- 1-2 years of experience in relevant fields
- Must obtain Investment Representative license
- Ability to communicate effectively and maintain confidentiality
- Knowledge of wealth management is advantageous Excel in client service and grow professionally with TD Wealth in Montréal.

📌 Wealth Management Client Associate (Montreal)
🏢 TD Bank Group
📍 Montreal