Client Service Associate Wealth

Position: Client Service Associate at TD Wealth
Elevate client experiences with TD Wealth as a Client Service Associate in London, Ontario. Deliver exceptional support, tackle client inquiries, and manage account documentation effectively.

This role focuses on providing personalized client service in the TD Private Wealth Management team. You will prepare materials for Investment Advisors, analyze client accounts, and coordinate marketing efforts. Your ability to foster strong relationships while adhering to compliance will be crucial for success.

Key Responsibilities:

• Prepare documentation for client meetings with Investment Advisors

• Create reports for client account analysis and referrals

• Ensure accurate referral coding and documentation

• Provide high-level client service across multiple channels

• Prioritize tasks while maintaining discretion and compliance

Requirements:

• Undergraduate degree or community college diploma preferred

• Licensed as an Investment Representative (IR) in Canada

• 1–2 years relevant experience in financial services

• Strong communication and relationship-building skills

• Knowledge of wealth management or investment products is a plus

Deliver outstanding client service and grow your expertise in the financial sector with TD.
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