Serve affluent clients as a Private Banking Client Service Associate at TD Wealth in Ottawa. This role will emphasize delivering tailored banking solutions and fostering high-touch client interactions.

The position focuses on providing administrative support to the Senior Private Banker (SPB) while enhancing business results through exceptional client service in Private Wealth Management. Experience in private banking or affluent client relationships is required.

Key Responsibilities:
• Deliver exceptional client service during all interactions
• Assist clients during onboarding and recommend banking solutions
• Proactively expand both client and prospect relationships
• Create reports and manage necessary correspondence




• Ensure accurate resolution of client inquiries

Requirements:
• Preferred undergraduate degree in finance or related fields
• At least 3 years of experience in private banking
• Comprehensive knowledge of retail banking products
• Robust communication and discretion with sensitive information
• Willingness to pursue the Canadian Securities Course

Bring your wealth management skills to TD Wealth and contribute to an extraordinary client experience.
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📌 Ottawa Private Banking Client Service Role (Quebec City)
🏢 TD
📍 Quebec City