Deliver exceptional client support as a PIA Client Service Associate with TD Wealth in Toronto, Ontario. Engage with high-value clients, manage documentation, and enhance client experiences.
This role involves providing specialized administrative support to Investment Advisors. You will prepare essential documents for meetings, create analytical reports, and communicate effectively with clients to identify growth opportunities. Your attention to detail and commitment to superior service will shape clients' perceptions from the first interaction.
Key Responsibilities:
• Prepare meeting documentation for Investment Advisors
• Create and analyze client account reports
• Manage lead generation and referral coding




• Submit and maintain marketing materials
• Provide high-level client service via various communication channels
Requirements:
• Undergraduate degree or community college diploma preferred
• 1–2 years in banking or administrative roles
• Solid communication and relationship-building skills
• Knowledge of wealth management and investment products
• Required licensing as an Investment Representative with CIRO
Support TD in providing legendary client experiences and thrive in your career development.
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📌 Client Service Associate at TD Wealth (Toronto)
🏢 TD
📍 Toronto