Client Service Associate Wealth

Position: Client Service Associate at TD Wealth
Elevate your career as a Client Service Associate with TD Wealth in Toronto, Ontario. Provide impeccable administrative support to Investment Advisors, ensuring a legendary experience for high-value clients.

This role is integral to TD Private Wealth Management, where dedication to client success is paramount. As a Client Service Associate, you will assist advisors by preparing documentation and crafting client communication for meetings. Your attention to detail, relationship-building, and knowledge of wealth management will be key in delivering outstanding service.

Key Responsibilities:

• Prepare documentation and updates for client meetings

• Create client account reports for analysis

• Correspond with clients to identify product opportunities

• Submitt marketing pieces for approval

• Ensure compliance with account documentation requirements

Requirements:

• Undergraduate degree or community college diploma preferred

• Licensed as an Investment Representative with CIRO

• 1–2 years of relevant banking or administrative experience

• Strong relationship-building and communication skills

• Knowledge of investment products is an asset

Bring your detail-oriented focus and commitment to excellence to shape client experiences in wealth management at TD.