Elevate client experiences with TD Private Wealth Management as a Client Service Associate in Brampton, Ontario. Provide specialized support to Investment Advisors and engage directly with clients for tailored service. This role requires strong attention to detail and excellent communication skills to assist a dedicated Investment Advisor or team.

You'll be responsible for preparing documentation for client meetings, creating insightful reports, and ensuring compliance with all regulations. Contributing to growth opportunities and offering top-tier client experiences are central to your success in this role. Key Responsibilities:

- Prepare documents for client meetings and IAs
- Create analytical reports and manage client communication




- Ensure correct referral coding and lead creation
- Submit marketing materials for approvals
- Maintain high levels of client service and communication Requirements:
- 1-2 years of banking or administrative experience
- Undergraduate degree or community college diploma preferred
- Licensed as an Investment Representative with CIRO
- Strong relationship-building and cooperative abilities
- Knowledge of investment products is an asset Transform client engagements through your effective support and meticulous approach at TD Wealth in Brampton.

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