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.

📌 Investment Service Associate Role In Brampton
🏢 TD
📍 Brampton