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 agile 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)
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