Client Service Associate

Elevate your career as a Client Service Associate at TD Wealth in Laval, Quebec. This position offers specialization in client engagement, with a focus on providing a legendary customer experience through dedicated administrative support.

TD Private Wealth Management seeks detail-oriented candidates for the Client Service Associate role. You will assist Investment Advisors with documentation and client interactions while creating a supportive and professional environment. This position emphasizes proactive client service and effective office administration.

Key Responsibilities:

• Prepare documentation for client meetings and support IAs

• Create reports and communicate product insights to clients

• Manage client leads and ensure proper referral coding

• Maintain marketing materials and compile client information packages

• Adhere to compliance and risk management procedures

Requirements:

• Undergraduate degree or community college diploma preferred

• Bilingual in English and French

• Licensed Investment Representative (IR) with CIRO

• 1-2 years relevant experience in banking or administration

• Strong collaborative and communication skills

Showcase your expertise in client relations and drive exceptional service at TD Wealth.
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