Elevate client experiences at TD Wealth Management as a Client Service Associate in Orangeville, Ontario. Deliver personalized support and exceptional administrative assistance to Investment Advisors while ensuring compliance with standards.

In this frontline role, you will provide dedicated administrative support to Investment Advisors at TD. Your key responsibilities will include preparing documentation, creating reports, and maintaining compliance requirements. You'll actively participate in enhancing client interactions, utilizing insights for improved performance.

Key Responsibilities:
• Prepare documentation for advisor-client meetings
• Communicate with clients about investment products
• Submit marketing materials for approval




• Handle phone and electronic inquiries professionally
• Maintain a culture of risk management and compliance

Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed Investment Representative (IR) certification needed
• 1-2 years of relevant banking or administrative experience
• Robust communication and relationship-building skills
• Knowledge of investment products is an asset

Become an integral part of a dedicated team that prioritizes a legendary client experience.
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📌 Client Service Associate at TD Wealth (Ontario)
🏢 The Toronto-Dominion Bank (Canada)
📍 Ontario