Client Relationship Associate at TD Wealth

Join the team at TD Wealth as a Client Relationship Associate in Toronto, Ontario. Focus on providing exceptional service to clients and support Investment Advisors with specialized business services.

In this role, you will utilize your experience to assist Investment Advisors in delivering tailored solutions and administrative support. Building strong client relationships is essential, along with excellent communication skills and a basic understanding of investment products and wealth management. Your keen problem-solving abilities will also play a pivotal role in ensuring superior client service.

Key Responsibilities:

• Provide advisory support to Investment Advisors

• Assist in creating customized solutions for clients

• Build and nurture relationships with existing clients

• Prepare documentation for client meetings

• Execute full-service brokerage operations and assist in sales

Requirements:

• Undergraduate degree or community college diploma preferred

• Licensed Registered Representative with CIRO

• 1-2 years of relevant banking or administrative experience

• Strong communication and relationship-building skills

• Knowledge of investment products and wealth management assets

Drive impactful client service and relationship management in this pivotal role at TD Wealth.
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