Step into a rewarding role as a Client Service Associate with TD Private Wealth in Whitby, Ontario. This position offers an chance to directly support Investment Advisors and enhance client experiences.This 12-month assignment is ideal for candidates focused on delivering high-quality administrative support while fostering client relationships. Your role includes preparing essential documents, conducting client communications, and applying compliance practices effectively to enhance service delivery.Key Responsibilities:Prepare and update documentation for client meetingsCommunicate and provide mentorship on investment productsAccept and manage leads, ensuring accurate referralsCompile client information and maintain marketing materialsUphold compliance standards with all documentation processesRequirements:Undergraduate degree or community college diploma preferableLicensed Investment Representative via CIRO1-2 years of relevant experience in finance or administrationEffective communication and relationship management skillsKnowledge of wealth management operations is a plusSupport clients in their investment journeys while advancing your career with TD Wealth.

📌 Td Private Wealth Client Service Associate (Whitby)
🏢 TD
📍 Whitby