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.

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📌 Private Wealth Associate Toronto (Ontario)
🏢 TD
📍 Ontario