Join the TD Wealth team as an Investment Advisor Support Associate in Oakville, Ontario. This position emphasizes delivering premier client service while supporting investment advisors with critical administrative tasks.

In this front-line role, your responsibilities will include preparing essential client documentation and creating insightful reports. As you engage with both clients and advisors, your focus on detail and exemplary service will significantly impact the overall experience. This position offers a supportive setting conducive to your professional growth.

Key Responsibilities:
• Provide administrative support for investment advisors
• Prepare and organize client meeting documentation
• Analyze client accounts and generate reports




• Oversee correct referral processes and lead management
• Address client inquiries through various channels

Requirements:
• Community college diploma or undergraduate degree preferred
• 1-2 years’ experience in related administrative roles
• Must be licensed as an Investment Representative (IR)
• Excellent communication and relationship-building skills
• Knowledge of wealth management activities

Utilize your skills to build lasting client relationships and enhance service delivery in the TD Wealth sector.
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📌 Investment Advisor Support Associate (Ontario)
🏢 TD
📍 Ontario