Explore a rewarding career with TD Private Wealth Management as a Client Service Associate. Deliver exceptional client support while working closely with Investment Advisors in a dedicated role.

In this frontline position, you will provide specialized administrative support for an Investment Advisor or team. Your duties include preparing documentation for meetings, creating reports, and communicating with clients about products and services. You will be integral in enhancing the client experience while ensuring compliance with industry standards.

Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create analysis reports for client account assessments
• Communicate mentorship on products to customers




• Manage marketing materials and client information packages
• Respond to inquiries via phone, mail, and electronic means

Requirements:
• Licensed Investment Representative with CIRO
• 1-2 years in banking or administrative roles
• Robust collaboration and communication skills
• Knowledge of wealth management and investment products
• Ability to work independently and confidentially

Elevate your client service skills while partnering with TD’s seasoned advisors in a vibrant, supportive environment.
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📌 Client Service Associate at TD Private Wealth (Ontario)
🏢 BGIS
📍 Ontario