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 workplace.

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 (Guelph)
🏢 TD Bank Group
📍 Guelph