Job Description

Join TD's Private Wealth Management team as a Client Service Associate in Burlington, Ontario. Utilize your skills to provide comprehensive support and deliver exceptional customer experiences to clients.

In this full-time role, you will assist in administrative tasks for Investment Advisors while handling client communications and ensuring compliance. This position offers a pathway to a rewarding career in wealth management through hands-on experience and professional growth.

Key Responsibilities:

• Prepare essential documents ahead of client meetings

• Develop reports to analyze client account performance

• Communicate directly with clients to guide them on services

• Maintain all compliance documentation accurately

• Participate actively in team performance improvement efforts

Requirements:

• Preferred undergraduate degree or community college diploma

• Licensing as an Investment Representative required

• 1-2 years of related experience preferred

• Strong relationship-building and communication abilities

• Understanding of investment products and wealth management is a plus

Enhance client relationships and gain vital experience in wealth management with TD.

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TD Bank

TD Private Wealth Client Associate

Job Description

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TD Bank