Support Investment Advisors with client accounts, documentation, and service in Mississauga, Ontario, within TD Wealth’s Private Investment Advice business.

As a PIA Client Service Associate, you provide specialized administrative support to an Investment Advisor or advisory team. You correspond with clients and branch staff while preparing meetings, reports, and account information. The role emphasizes relationship building, confidentiality, discretion, and accurate compliance administration.

Key Responsibilities:

- Prepare meeting documentation and provide updates to Investment Advisors
- Create client account reports for analysis and review
- Respond to phone, mail, and electronic client enquiries




- Submit marketing materials and maintain client information packages
- Accept leads and ensure accurate referral coding administration

Requirements:

- Undergraduate degree or community college diploma preferred
- One to two years of relevant experience
- Investment Representative licensing with CIRO required
- Strong communication and team-oriented relationship-building skills
- Wealth management or investment product knowledge is an asset

Bring administrative precision, client service, and investment knowledge to support TD Wealth Investment Advisors and their clients.

📌 Private Investment Advice Client Associate (Canada)
🏢 TD Bank Group
📍 Canada