Exciting client service role available at TD Wealth in Brampton, Ontario! As a Client Service Associate, you'll be instrumental in delivering personalized service and administrative excellence.

Engage with high-value clients while supporting Investment Advisors by preparing documentation, generating performance reports, and managing communications. Your proactive approach and strong attention to detail will contribute greatly to the client experience at TD, solidifying our reputation for excellence in wealth management.

Key Responsibilities: • Prepare and update client meeting documents • Generate reports for analysis of client accounts • Manage lead acquisition and referral coding • Submit and maintain marketing materials • Follow compliance protocols for documentation

Requirements: • Community college diploma or undergraduate degree preferred • Must obtain Investment Representative (IR) designation • 1-2 years relevant administrative or banking experience • Excellent communication and interpersonal skills • Knowledge of financial products is a plus

Leverage your skills to foster robust client relationships at TD Wealth. #J-18808-Ljbffr

📌 TD Client Service Associate Opportunity (Winnipeg)
🏢 TD
📍 Winnipeg