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 cooperative relationships • Familiarity with wealth management operations

Your role will significantly impact client interactions and support team initiatives at TD Wealth. #J-18808-Ljbffr

📌 Investment Service Associate Role in Brampton (Winnipeg)
🏢 TD
📍 Winnipeg