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 prospects 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