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Job Description & How to Apply Below
Become an essential part of TD Private Wealth as an Investment Support Associate in Toronto. Enhance client experiences by providing critical support services to Investment Advisors.
As a key member of the team, you will facilitate relationship building between clients and Investment Advisors by delivering exceptional administrative and advisory services.
Your role will encompass documentation preparation, sales support, and client relationship management, all aimed at enhancing client satisfaction and retention.
Key Responsibilities:
• Deliver specialized advisory and business process support
• Assist in formulating tailored solutions for clients
• Cultivate relationships with clients and provide administrative backing
• Prepare all necessary documentation for client meetings
• Monitor service quality and suggest areas for improvement
Requirements:
• Undergraduate degree or diploma preferred
• Licensing as a Registered Representative with CIRO is mandatory
• 1-2 years of experience in banking or administrative roles
• Excellent communication and relationship skills
• Familiarity with investment products is beneficial
Take your career to new heights by supporting TD Wealth's dedicated team in providing tailored investment solutions.
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Position Requirements
10+ Years
work experience
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