Support Investment Advisors with client service and wealth administration in an office-focused, full time assignment based in Markham, Ontario.

TD Wealth seeks a PIA Client Service Associate for a 12-month short-term assignment. You will provide specialized administrative support, correspond with clients, and help deliver personalized service through TD Private Investment Advice. Attention to detail, communication, and investment knowledge support this frontline position.

Key Responsibilities:
Prepare documentation and updates for Investment Advisor client meetings
Create client account reports and identify referral opportunities
Process leads and maintain accurate referral coding administration




Compile client information packages and submit marketing materials
Respond to phone, mail, and electronic client enquiries

Requirements:
One to two years of relevant experience
Undergraduate degree or community college diploma preferred
Investment Representative licensing through CIRO required
Robust communication and relationship-building skills
Wealth management or investment product knowledge is an asset

Bring detailed administration, client communication, and wealth service skills to TD Private Investment Advice in Markham.

📌 Private Investment Advice Associate Markham
🏢 TD Bank Group
📍 Markham