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 strong 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.

📌 Client Service Associate at TD Wealth (Peterborough)
🏢 TD
📍 Peterborough