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.

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