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 meetingsCreate client account reports for analysisRespond to phone, mail, and electronic enquiriesMaintain marketing materials and client information packagesAdhere to compliance, documentation, and risk proceduresRequirements:Undergraduate degree or community college diploma preferredObtain Investment Representative licensing with CIROOne to two years of relevant experienceStrong communication and relationship-building skillsKnowledge of wealth management or investment products is an assetBring administrative precision, communication skills, and client focus to TD Wealth’s Private Investment Advice team in Whitby.#J-18808-Ljbffr