Join TD Wealth as a Client Service Associate in Montréal, Quebec, delivering exceptional service and support to high-value clients. This role emphasizes attention to detail and the ability to foster client relationships. As a dedicated member of the TD Private Wealth team, you will offer specialized administrative support to Investment Advisors, preparing materials for client meetings and ensuring smooth communication. Your role will also involve enhancing client experiences and identifying opportunities for referral, creating reports, and maintaining marketing materials. This position provides a excellent opportunity to develop your skills in a highly supportive environment. Key Responsibilities:
- Prepare documentation for client meetings with Investment Advisors
- Create reports and communicate mentorship on products




- Manage lead referrals with accurate coding
- Submit marketing materials for approval
- Provide high-level client service through multiple channels Requirements:
- Undergraduate degree or community college diploma preferred
- Licensed Investment Representative (IR) recommended
- 1-2 years relevant experience, in banking/administrative fields
- Strong communication and relationship-building skills
- Knowledge of wealth management or investments is a plus Bring your commitment to exceptional client service and grow your career in wealth management with TD in Montréal. #J-18808-Ljbffr

📌 Client Service Associate In Montréal (Montreal)
🏢 The Toronto-Dominion Bank (Canada)
📍 Montreal