Support high value clients at TD Wealth in Guelph as a PIA Client Service Associate, using attention to detail and communication skills. Work 17.5 hours weekly in a frontline wealth service setting.
TD Private Investment Advice seeks a Client Service Associate to provide specialized administrative support to an Investment Advisor or team. You will prepare meeting documentation, create account reports, respond to enquiries, and support client relationships. The role includes referrals, marketing materials, compliance documentation, and full-service brokerage service. This position offers a base pay range of $22.15 to $28.99 CAD plus commission-based earnings.
Key Responsibilities: Prepare documentation and updates for Investment Advisor client meetings
Create client account reports and communicate about products and services




Accept leads and maintain accurate referral coding administration
Compile client information packages and maintain marketing materials
Respond to phone, mail, and electronic client enquiries
Requirements: Undergraduate degree or community college diploma preferred
Obtain Investment Representative licensing through CIRO
Bring one to two years of relevant experience
Demonstrate strong communication and relationship-building skills
Knowledge of wealth management or investment products is an asset
Bring administrative precision, client service, and investment knowledge to TD Private Investment Advice clients in Guelph.

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📌 PIA Client Service Associate (Ontario)
🏢 TD Bank Group
📍 Ontario