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Private Investment Advice Associate
Job Description & How to Apply Below
Support Investment Advisors with client service and wealth administration in an office-focused, full-time assignment based in Markham, Ontario.
TD Wealth seeks a PIA Client Service Associate for a 12-month short-term assignment. You will provide specialized administrative support, correspond with clients, and help deliver personalized service through TD Private Investment Advice. Attention to detail, communication, and investment knowledge support this frontline position.
Key Responsibilities:- Prepare documentation and updates for Investment Advisor client meetings
- Create client account reports and identify referral opportunities
- Process leads and maintain accurate referral coding administration
- Compile client information packages and submit marketing materials
- Respond to phone, mail, and electronic client enquiries
- One to two years of relevant experience
- Undergraduate degree or community college diploma preferred
- Investment Representative licensing through CIRO required
- Strong communication and relationship-building skills
- Wealth management or investment product knowledge is an asset
Bring detailed administration, client communication, and wealth service skills to TD Private Investment Advice in Markham.
Position Requirements
10+ Years
work experience
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