Join TD Wealth as an Investment Service Associate in Brampton, Ontario, where you will enhance client satisfaction through dedicated administrative support and communication.

This is a pivotal role involving the preparation of essential documentation, client account analysis, and mentoring clients regarding financial products. Your ability to provide a legendary customer experience while adhering to compliance standards will ensure that every interaction adds value to our clients and partners at TD Wealth.

Key Responsibilities:
• Facilitate documentation for Investment Advisors
• Analyze and report on client account performance
• Process leads and maintain referral operations
• Compile and submit marketing documents
• Ensure compliance with regulatory requirements

Requirements:
• Preferred undergraduate degree or college diploma
• Certified Investment Representative (IR) designation required
• 1–2 years of banking or administrative experience
• Proficient in building team-oriented relationships
• Familiarity with wealth management operations

Your role will significantly impact client interactions and support team initiatives at TD Wealth.
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📌 Investment Service Associate Role in Brampton (Ontario)
🏢 TD
📍 Ontario