Start your career as a Client Service Associate with TD Wealth in Oakville, Ontario. This role focuses on providing vital administrative support to investment advisors and ensuring top-tier client service.

You will prepare essential documents for client meetings and assist investment advisors with various tasks. Your meticulous nature and passion for delivering outstanding customer experiences will drive your success in this pivotal role. Embrace a culture of growth within TD Wealth and improve client interactions.

Key Responsibilities:
• Prepare client documentation for advisor appointments
• Generate detailed reports for client account analysis
• Manage client inquiries across phone and electronic channels




• Assist with lead generation and marketing projects
• Maintain the highest standards of client engagement

Requirements:
• Undergraduate or community college diploma preferred
• 1-2 years of experience in banking or administration
• Required licensing as an Investment Representative (IR)
• Solid communication and collaboration skills
• Familiarity with investment products beneficial

Leverage your client service expertise to support TD Wealth's mission of outstanding financial service.
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📌 TD Wealth Client Service Role (Ontario)
🏢 TD
📍 Ontario