Become a Wealth Management Client Coordinator at TD in Orangeville, Ontario, where your customer service skills will shine while you support financial advisors. In this role, you will assist Investment Advisors by providing specialized administrative support, ensuring a seamless experience for high-value clients. Your focus will be on preparing documentation for meetings, mentoring clients on products, and maintaining compliance practices, making this an ideal entry point into a rewarding banking career.

Key Responsibilities:

- Prepare meeting materials for Investment Advisors
- Assist with analysis of client accounts
- Mentor clients on financial products
- Manage inquiries and maintain client communication
- Uphold compliance in account documentation Requirements:
- Undergraduate degree or community college diploma preferred
- 1–2 years of experience in relevant fields
- Solid interpersonal and communication skills
- Asset knowledge of wealth management is a plus
- Licensed as an Investment Representative (IR) Deliver extraordinary service and grow your expertise at TD as a Wealth Management Client Coordinator.

📌 Wealth Management Client Coordinator (Orangeville)
🏢 TD
📍 Orangeville