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 prospects. 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.

📌 Client Service Associate At Td Wealth Toronto (Canada)
🏢 TD
📍 Canada