Elevate your career as a Client Service Associate with TD Wealth in Oakville, Ontario. This role focuses on specialized administrative support for investment advisors while delivering outstanding client service.

As a front-line associate, you will collaborate closely with investment advisors, providing them with essential documentation and client insights. Your attention to detail and enthusiasm for creating exceptional experiences will be crucial for high-value clients. Engage in a supportive wealth management workplace that allows you to grow professionally.

Key Responsibilities:
• Prepare documentation for client meetings with investment advisors
• Create analysis reports for client accounts
• Manage leads and maintain referral coding accuracy




• Submit marketing materials for approval and distribution
• Respond to client inquiries across multiple platforms

Requirements:
• Undergraduate degree or community college diploma preferred
• 1-2 years of relevant experience in banking or administration
• Licensed as an Investment Representative (IR)
• Strong interpersonal and communication skills
• Knowledge of investment products and wealth management

Bring your dedication to client service and expertise to enhance the TD Wealth experience.
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📌 Client Service Associate at TD Wealth (Ontario)
🏢 TD
📍 Ontario