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