Drive client satisfaction at TD Wealth as a Client Service Associate based in Ottawa, Ontario. This role emphasizes delivering exceptional service and specialized support to Investment Advisors.

You will assist in preparing documentation and creating insightful reports for client interactions. This position also involves direct communication with clients, allowing you to showcase your solid relationship-building skills. Your attention to detail will play a vital role in providing a seamless experience.

Key Responsibilities:
• Prepare documentation for Investment Advisor client meetings
• Create comprehensive reports for account evaluations
• Manage referral leads and ensure proper coding
• Submit and manage marketing materials for compliance
• Ensure adherence to all compliance requirements

Requirements:
• Preferred community college diploma or undergraduate degree
• CIRO licensing as an Investment Representative necessary
• 1–2 years of experience in relevant roles
• Excellent communication skills for client relations
• Knowledge of wealth management options beneficial

Enhance the caliber of client service and support at TD Wealth in Ottawa.
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📌 Investment Client Service Associate Role (Quebec City)
🏢 TD
📍 Quebec City