TD Private Wealth Management in Montréal, QC is seeking an Investment Representative to support Wealth Advisors with client meetings, reporting, and referral generation. The role involves compliance, account documentation, and delivering high‑level service to clients within a regulated setting.
The successful candidate will have 1–2 years of relevant experience, an undergraduate degree or college diploma, and will be licensed as an Investment Representative with CIRO.
📌 Wealth Management Client Associate (Montreal)
🏢 TD
📍 Montreal