Join TD's Private Wealth Management team as a Client Service Associate in Burlington, Ontario. Utilize your skills to provide comprehensive support and deliver exceptional customer experiences to clients.
In this full-time role, you will assist in administrative tasks for Investment Advisors while handling client communications and ensuring compliance. This position offers a pathway to a rewarding career in wealth management through hands-on experience and professional growth.
Key Responsibilities:
- Prepare essential documents ahead of client meetings
- Develop reports to analyze client account performance
- Communicate directly with clients to guide them on services
- Maintain all compliance documentation accurately
- Participate actively in team performance improvement efforts
Requirements:
- Preferred undergraduate degree or community college diploma
- Licensing as an Investment Representative required
- 1-2 years of related experience preferred
- Solid relationship-building and communication abilities
- Understanding of investment products and wealth management is a plus
Enhance client relationships and gain vital experience in wealth management with TD.