Investment Client Service Associate

Position: Investment Client Service Associate at TD
Join TD as an Investment Client Service Associate in Kingston, Ontario, and be the face of client service in wealth management. Your keen attention to detail will enhance each client's investment journey and experience.

This role offers dedicated administrative support to Investment Advisors and requires multitasking in preparing meetings and managing client relations. You will create reports and provide mentorship on investment products, all while adhering to compliance regulations. Your contribution ensures that clients receive top-tier service, making a lasting impression.

Key Responsibilities:

• Prepare essential documentation for client meetings

• Develop comprehensive reports on client accounts

• Manage lead referrals and marketing approvals

• Maintain high standards of compliance and documentation

• Respond effectively to client inquiries through several channels

Requirements:

• Preferred degree or community college diploma

• Required licensing as an Investment Representative (IR)

• 1–2 years in administrative or banking experience

• Strong communication and relationship skills

• Asset knowledge of wealth management preferred

Foster exceptional client experiences and operational efficiency as an Investment Client Service Associate with TD.
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