Support Ultra High Net Worth clients in Toronto as a Private Wealth Associate, using client service and analytical skills daily.

TD Wealth seeks an Associate for its interdisciplinary team serving UHNW Canadian families. You will provide administrative, analytical, and client service support. The work includes strategic initiatives, client relationship support, and wealth management administration.

Key Responsibilities:

- Maintain and sort databases containing client information
- Research securities and monitor market developments
- Prepare documentation and updates for Portfolio Manager meetings
- Maintain accurate CRM records and complete due diligence
- Liaise with TDBG partners and external professionals

Requirements:

- Undergraduate degree in a relevant field preferred
- Aspirations for CFA, CPA, or MBA preferred
- Three to five years of relevant work experience
- Required registration as a CIRO Registered Representative
- Discretion handling confidential client information with tact

Bring UHNW client service, research, administration, and relationship support skills to TD Wealth’s Toronto team.

📌 Private Wealth Associate Toronto
🏢 TD
📍 Toronto