TD Private Wealth Management in Markham, Ontario, is seeking a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors on diverse assignments, prepare documentation for client meetings, and maintain compliance with account and marketing materials. You will deliver the gold standard client experience, respond to inquiries, create reports, manage referral opportunities, and support the team with onboarding and information packages.
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📌 Wealth Client Services Associate (Winnipeg)
🏢 TD
📍 Winnipeg