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 meetingsAnalyze accounts and create insightful performance reportsAddress client inquiries promptly and professionallyChampion outstanding service standards at all interactionsComply with established risk management guidelinesRequirements:Undergraduate degree or community college diploma preferredRequired: Licensed Investment Representative (IR)Solid analytical and quantitative skills neededHigh proficiency in Microsoft Excel, technology adaptiveExcellent communication and teamwork capabilitiesContribute 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