Elevate your career as a Client Service Associate with TD Wealth in Toronto, Ontario. Provide impeccable administrative support to Investment Advisors, ensuring a legendary experience for high-value clients.

This role is integral to TD Private Wealth Management, where dedication to client success is paramount. As a Client Service Associate, you will assist advisors by preparing documentation and crafting client communication for meetings. Your attention to detail, relationship-building, and knowledge of wealth management will be key in delivering outstanding service.

Key Responsibilities:
• Prepare documentation and updates for client meetings
• Create client account reports for analysis
• Correspond with clients to identify product opportunities




• Submitt marketing pieces for approval
• Ensure compliance with account documentation requirements

Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative with CIRO
• 1–2 years of relevant banking or administrative experience
• Solid relationship-building and communication skills
• Knowledge of investment products is an asset

Bring your detail-oriented focus and commitment to excellence to shape client experiences in wealth management at TD.
#J-18808-Ljbffr

📌 Client Service Associate at TD Wealth (Ontario)
🏢 TD
📍 Ontario