Join TD's Private Wealth Management team as a Client Service Associate in Burlington, Ontario. Utilize your skills to provide comprehensive support and deliver exceptional customer experiences to clients. In this full-time role, you will assist in administrative tasks for Investment Advisors while handling client communications and ensuring compliance. This position offers a pathway to a rewarding career in wealth management through hands-on experience and professional growth.

Key Responsibilities: Prepare essential documents ahead of client meetings Develop reports to analyze client account performance Communicate directly with clients to guide them on services Maintain all compliance documentation accurately Participate actively in team performance improvement efforts Requirements: ~ Preferred undergraduate degree or community college diploma ~ Licensing as an Investment Representative required ~1-2 years of related experience preferred ~ Solid relationship-building and communication abilities ~ Understanding of investment products and wealth management is a plus Enhance client relationships and gain vital experience in wealth management with TD.

📌 TD Private Wealth Client Associate (Burlington)
🏢 TD Bank
📍 Burlington