Elevate your career as a Client Service Associate with TD Private Wealth Management in a role focused on delivering exceptional client service and administrative support. Be a key player in shaping lasting client relationships through specialized assistance and communication.

As a Client Service Associate, you will provide dedicated support to Investment Advisors while enhancing the client experience. This frontline position requires meticulous attention to detail, excellent communication skills, and a commitment to service excellence. Your responsibilities will range from preparing documentation to leading client communications, all within a team-oriented team environment.

Key Responsibilities:
• Prepare client meeting documentation and updates
• Create and analyze reports on client accounts




• Communicate with clients to provide mentorship
• Compile and maintain marketing materials and packages
• Ensure compliance with account documentation requirements

Requirements:
• Undergraduate degree or college diploma preferred
• 1–2 years in banking or administrative roles
• Licensed as an Investment Representative
• Solid relationship-building and communication skills
• Knowledge of investment products and wealth management

Embrace this opportunity to enhance your expertise in client service and develop rewarding qualified relationships with TD.
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📌 Client Service Associate At Td Wealth Ontario
🏢 The Toronto-Dominion Bank (Canada)
📍 Ontario