Client Relationship Associate at TD Wealth

Elevate client service at TD Wealth as a Client Relationship Associate in Markham, Ontario. This full-time role focuses on building relationships and providing exceptional advisory support.

As a vital member of TD Private Wealth Management, you will assist Investment Advisors in delivering custom solutions to high-value clients. Your expertise in financial planning will greatly enhance client loyalty and retention. This position offers a supported environment for growth through ongoing development opportunities.

Key Responsibilities:

• Provide specialized business and advisory support to Investment Advisors

• Build relationships with clients and referral sources

• Organize client meetings and wealth planning seminars

• Monitor service quality and implement improvements

• Maintain compliance with internal policies and risk management

Requirements:

• Undergraduate degree or community college diploma preferred

• 1-2 years of relevant experience in banking or administration

• Strong communication and relationship-building skills

• Knowledge of investment products and wealth management

• Fluency in Cantonese is a strong asset

Use your financial knowledge and relationship management skills to excel at TD Wealth in Markham.
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