Support TD Wealth Investment Advisors in Ottawa through precise administration, client communication, and exceptional service for high-value clients. Full-time hours total 37.5 weekly.
As a PIA Client Service Associate, you will provide specialized administrative support to an Investment Advisor or advisory team. The work includes client account reporting, documentation, correspondence, referrals, marketing materials, and compliance. You will help deliver personalized service within TD Private Investment Advice while maintaining discretion and organized follow-through.
Key Responsibilities: Prepare documents and updates for Investment Advisor client meetings
Create client account reports and identify referral opportunities
Manage leads, referral coding, and client information packages




Maintain approved marketing materials and required documentation
Respond to phone, mail, and electronic client enquiries
Requirements: Undergraduate degree or community college diploma preferred
Obtain Investment Representative licensing through CIRO
One to two years of relevant experience
Robust communication and relationship-building abilities
Wealth management or investment product knowledge is an asset
Apply client service, administrative precision, and wealth operations knowledge as a TD Wealth associate supporting Advisors in Ottawa.

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📌 Private Wealth Client Service Associate (Quebec City)
🏢 TD
📍 Quebec City