Elevate client experiences as a Client Service Associate with TD Wealth in Peterborough, Ontario. Your expertise in client relations and wealth management will shine in this dynamic role.

In this full-time position, you’ll be key to supporting Investment Advisors and enhancing client engagement. Ideal for individuals with 1-2 years in banking or administrative roles, this role values solid communication and relationship-building skills. You will immerse yourself in the world of wealth management while aligning with compliance requirements and delivering an exemplary client service experience.

Key Responsibilities:



• Prepare documentation for client meetings • Create detailed client reports to analyze accounts • Ensure accurate lead referrals and coding administration • Adhere to compliance and account documentation • Enhance team performance through knowledge sharing

Requirements: • Undergraduate degree or community college diploma preferred • Licensed Investment Representative with CIRO • 1–2 years relevant experience in banking or administration • Strong communication and relationship-building skills • Knowledge of wealth management is an asset

Bring your passion for wealth management to TD Wealth and help shape client relationships. #J-18808-Ljbffr

📌 Client Service Associate at TD Wealth (Deep River)
🏢 TD
📍 Deep River