Wealth Management Client Services Associate (Whitby)

Wealth Management Client Services Associate (Whitby)

23 Sep
|
TD
|
Whitby

23 Sep

TD

Whitby

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

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

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