Help Investment Advisors deliver client service at TD Wealth in Whitby, Ontario, through accurate administration and responsive communication. This is a 12 month short term assignment.

As a PIA Client Service Associate, you will support an Investment Advisor or Advisor team on diverse assignments. Your work includes preparing meeting documentation, creating account analysis reports, managing referrals, and supporting marketing approval processes. You will also respond to client enquiries across phone, mail, and electronic channels. The position requires discretion, compliance awareness, and knowledge of full-service brokerage. TD Private Wealth Management provides personalized advice, solutions, and service through a holistic goals discovery approach.

Key Responsibilities:

- Provide specialized administrative support on diverse Advisor assignments




- Prepare client information packages for Investment Advisor meetings
- Submit marketing pieces for approval and maintain materials
- Adhere to account documentation and marketing compliance requirements
- Deliver high-level service during every client interaction

Requirements:

- One to two years in banking, administration, or related fields
- Strong communication skills for collaborative relationship building
- Ability to work confidentially and independently
- Investment Representative licensing with CIRO required
- Investment product knowledge is an asset

Apply administrative precision, compliance awareness, and client service expertise while supporting Investment Advisors at TD Wealth in Whitby.

📌 Investment Advisor Support Associate (Canada)
🏢 TD
📍 Canada