Become a pivotal part of TD Wealth in Peterborough, Ontario as a Client Service Associate. In this role, you will enhance client relationships through exceptional service and detailed administrative support.

As a Client Service Associate, you'll work closely with Investment Advisors, preparing documentation, reports, and providing updates for client meetings. You’ll also engage with clients to mentor them on products and services while ensuring compliance with all requirements. Your attention to detail and customer-centric approach will directly contribute to your team's success.

Key Responsibilities:
• Provide high-quality administrative support to Investment Advisors
• Prepare documentation and reports for client meetings
• Respond to client inquiries via phone, mail, and electronic channels




• Ensure compliance with account documentation standards
• Support referral opportunities and manage client information

Requirements:
• Undergraduate degree or community college diploma preferred
• 1–2 years of experience in banking or administrative roles
• Robust communication skills and relationship-building ability
• Knowledge of wealth management and investment products is an asset
• Must be licensed as an Investment Representative

Elevate your career in wealth management with TD by delivering exceptional client experiences and supporting your team's growth.
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📌 Client Service Associate at TD Wealth (Ontario)
🏢 TD
📍 Ontario