Become a vital part of TD Wealth in Markham, Ontario, as a Client Service Associate. This position centers around providing first-class support to Investment Advisors and ensuring a streamlined client experience.

As a Client Service Associate with TD Private Investment Advice, you will embrace a energetic role that requires a detail-oriented approach to client engagement. You will prepare crucial documentation, analyze client accounts, and directly assist with inquiries, ensuring every interaction reflects TD's client-centered philosophy. Suitable candidates will possess strong analytical capabilities and a background in finance or related studies.

Key Responsibilities:
• Prepare necessary documents and updates for client meetings
• Analyze accounts and create insightful performance reports




• Address client inquiries promptly and professionally
• Champion outstanding service standards at all interactions
• Comply with established risk management guidelines

Requirements:
• Undergraduate degree or community college diploma preferred
• Required: Licensed Investment Representative (IR)
• Strong analytical and quantitative skills needed
• High proficiency in Microsoft Excel, technology adaptive
• Excellent communication and teamwork capabilities

Contribute to TD's mission of excellent client service and become an integral part of the wealth management team in Markham.
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📌 Client Service Associate at TD Wealth (Ontario)
🏢 TD
📍 Ontario