Toronto-based Private Wealth Associate supporting UHNW clients through accurate administration, analytical support, and exceptional client service at TD Wealth.

As an Associate, Private Wealth, you will support inter-generational wealth management for Ultra High Net Worth Canadian families. The position combines client service, strategic initiatives, administration, and research within an interdisciplinary team. You will partner with Portfolio Managers and TD partners to deliver appropriate client solutions.

Key Responsibilities:

- Maintain and sort client information databases
- Research securities and market developments
- Prepare documentation and Portfolio Manager meeting updates
- Maintain accurate CRM information and raise issues
- Coordinate administrative matters with partners and professionals

Requirements:

- Undergraduate degree in a relevant field
- Three to five years of relevant work experience
- Aspirations for CFA, CPA, or MBA preferred
- Registered Representative licensing with CIRO required
- Privacy, confidentiality, tact, discretion, and polish

Apply your wealth management administration, research, CRM, and client service expertise supporting UHNW families at TD Wealth.

📌 Private Wealth Associate Toronto (Canada)
🏢 TD Bank Group
📍 Canada