Step into a rewarding role as a Client Service Associate with TD Private Wealth in Whitby, Ontario. This position offers an prospect to directly support Investment Advisors and enhance client experiences.
This 12-month assignment is ideal for candidates focused on delivering high-quality administrative support while fostering client relationships. Your role includes preparing essential documents, conducting client communications, and applying compliance practices effectively to enhance service delivery.
Key Responsibilities:
• Prepare and update documentation for client meetings
• Communicate and provide mentorship on investment products
• Accept and manage leads, ensuring accurate referrals
• Compile client information and maintain marketing materials
• Uphold compliance standards with all documentation processes
Requirements:
• Undergraduate degree or community college diploma preferable
• Licensed Investment Representative via CIRO
• 1-2 years of relevant experience in finance or administration
• Effective communication and relationship management skills
• Knowledge of wealth management operations is a plus
Support clients in their investment journeys while advancing your career with TD Wealth.
#J-18808-Ljbffr