Become a Client Service Associate with TD Wealth in Brampton, Ontario. Enjoy a rewarding role providing exceptional support to Investment Advisors while nurturing client relationships.

In this frontline position, you will collaborate closely with a team, delivering personalized service and administrative support to ensure an extraordinary client experience. You’ll be responsible for documentation preparation, client communications, and managing marketing materials. Your attention to detail and proactive approach will leave a lasting impression on clients and deepen TD's commitment to excellent service.

Key Responsibilities:
• Prepare documentation for client meetings
• Create insightful reports on client accounts




• Manage leads and referral processes
• Submit marketing materials for approval
• Uphold compliance in account documentation

Requirements:
• Undergraduate degree or community college diploma preferred
• License as an Investment Representative (IR)
• 1–2 years of relevant experience
• Solid communication and relationship-building skills
• Knowledge of wealth management and investment products

Bring your expertise in client service and collaboration to thrive at TD Wealth.
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📌 Client Service Associate at TD Wealth (Ontario)
🏢 TD
📍 Ontario