Join TD Wealth in Toronto as a Client Service Associate dedicated to providing outstanding client service.

Support Investment

Advisors and help foster valuable client relationships. This role requires a focus on delivering personalized service within TD Private Wealth Management. You will take charge of preparing essential documentation, communicating with clients, and managing administrative tasks. Your proactive approach and attention to detail will be key to building lasting relationships with clientele. Key Responsibilities:

- Prepare and update documentation for Investment Advisors
- Compile reports and mentor clients on products
- Accept leads and ensure proper coding administration
- Maintain client information and marketing materials
- Respond proactively to client inquiries through various channels Requirements:
- Preferred degree or community college diploma
- CIRO licensing as an Investment Representative required
- 1–2 years experience in administrative or banking roles
- Excellent communication skills for relationship management
- Familiarity with wealth management or investment products is beneficial Contribute to an exceptional client experience while developing your career at TD.

📌 TD Wealth Client Service Associate Role (Toronto)
🏢 TD
📍 Toronto