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 (Peterborough)
🏢 TD
📍 Peterborough