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 current role. #J-18808-Ljbffr

📌 TD Wealth Client Service Specialist (Deep River)
🏢 TD
📍 Deep River