Wealth Management Client Services Associate (Ontario)

22 Sep

Ontario

22 Sep

Ontario

TD is seeking a PIA Client Service Associate for a 12-month short-term assignment in Whitby, Ontario. You will provide dedicated administrative support to an Investment Advisor or team, prepare client meeting materials, and manage client communications to uphold a high standard of service.
Responsibilities include building client relationships, creating reports, handling referrals, ensuring compliance, and delivering exceptional service across all client interactions within a full-service

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📌 Wealth Management Client Services Associate (Ontario)
🏢 TD
📍 Ontario

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