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.

📌 Investment Client Service Associate Role Ottawa
🏢 TD
📍 Ottawa