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 solid 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) • Strong 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. #J-18808-Ljbffr

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