Attention to detail and client service define this Client Service Associate assignment with TD Wealth in Whitby, Ontario. Support Investment Advisors and high value clients.
This 12 month short term assignment provides specialized administrative support to an Investment Advisor or team of Advisors. You will prepare meeting documentation, create account reports, respond to enquiries, and communicate about products and services. The work requires discretion, collaboration, and independent organization.
Key Responsibilities:
- Prepare documentation and updates for client meetings
- Create client account reports for analysis
- Respond to phone, mail, and electronic enquiries
- Maintain marketing materials and client information packages
- Adhere to compliance, documentation, and risk procedures
Requirements:
- Undergraduate degree or community college diploma preferred
- Obtain Investment Representative licensing with CIRO
- One to two years of relevant experience
- Robust communication and relationship-building skills
- Knowledge of wealth management or investment products is an asset
Bring administrative precision, communication skills, and client focus to TD Wealth’s Private Investment Advice team in Whitby.