Client Relationship Associate at TD Wealth

Elevate client experience in Toronto as a Client Relationship Associate with TD Wealth. Collaborate with Investment Advisors to deliver personalized wealth management solutions and robust service.

This role at TD Private Wealth Management supports Investment Advisors in crafting tailored client solutions. You will build and maintain strong relationships with clients, providing essential administrative and advisory support, while ensuring operational excellence. The emphasis is on understanding client needs and delivering seamless service.

Key Responsibilities:

• Provide specialized advisory and process support

• Assist in building customized solutions for clients

• Build relationships with existing clients effectively

• Prepare documentation for Investment Advisor meetings

• Deliver operational execution with full-service brokerage knowledge

Requirements:

• Undergraduate degree or college diploma preferred

• Registered Representative (RR) licensed with CIRO

• 1-2 years in banking or administrative roles

• Strong collaboration and communication skills

• Knowledge of wealth management is an asset

Bring your expertise in client relations and wealth solutions to support TD Wealth's mission in Toronto.
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