Join TD Wealth in Peterborough, Ontario as a Client Service Specialist, focusing on enhancing high-value client experiences. This role combines administrative support and client mentorship for investment services.

As a specialist in this frontline role, you'll manage documentation and reporting for Investment Advisors, ensuring client meetings are well-prepared. Communication with clients will be key, as you’ll offer guidance on services and identify opportunities for referrals. Your commitment to excellence will help create a legendary customer experience.

Key Responsibilities:
• Deliver specialized administrative support to advisors
• Create and prepare essential client meeting documents
• Mentor clients on investment products and services




• Maintain compliance with all relevant regulations
• Facilitate referrals and streamline client information management

Requirements:
• Community college diploma or undergraduate degree preferred
• 1–2 years relevant banking or administrative experience
• Exceptional communication and relationship-building skills
• Familiarity with wealth management preferred
• Required licensing as an Investment Representative

Make a lasting impact on client relationships and drive team success at TD Wealth in your recent role.
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📌 TD Wealth Client Service Specialist (Ontario)
🏢 TD
📍 Ontario