Step into a rewarding role as a Client Service Associate with TD Private Wealth in Whitby, Ontario. This position offers an chance 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.