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
- Robust 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. #J-18808-Ljbffr

📌 TD Private Wealth Client Associate (Burlington)
🏢 TD Bank
📍 Burlington