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.

📌 TD Wealth Client Service Specialist (Peterborough)
🏢 TD
📍 Peterborough