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.

📌 Investment Service Associate Role in Brampton
🏢 TD
📍 Brampton