Elevate your career as a Client Service Associate with TD Wealth in Laval, Quebec. Provide exceptional support to Investment Advisors and enhance client experiences through meticulous service and relationship management. In this frontline role, you will deliver specialized administrative support to Advisors while ensuring top-notch customer interactions.

Your expertise in handling client inquiries, preparing documentation, and creating insightful reports will significantly contribute to our wealth management efforts. Embrace the prospect to grow your career in a nurturing environment focused on professional development and customer satisfaction. Key Responsibilities:

- Prepare documentation for Advisor-client meetings
- Create and analyze client account reports




- Respond to client inquiries via phone and email
- Ensure compliance with account documentation requirements
- Collaborate effectively with team members for best practices

Requirements:

- Undergraduate degree or college diploma preferred
- Bilingual in English and French
- 1–2 years relevant experience in banking or administration
- Knowledge of wealth management and investment products
- Strong communication skills for building relationships

Embrace the challenge of delivering legendary service and support our Advisors in making impactful client connections at TD Wealth.

📌 Client Service Associate at TD Wealth (Laval)
🏢 The Toronto-Dominion Bank (Canada)
📍 Laval