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 dynamic 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)
- Robust 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.

📌 Client Service Associate at TD Wealth (Markham)
🏢 TD
📍 Markham