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TD

Whitby / Global

Wealth Management Client Services Associate

Job Description

TD is seeking a PIA Client Service Associate for a 12-month short-term assignment in Whitby, Ontario. You will provide dedicated administrative support to an Investment Advisor or team, prepare client meeting materials, and manage client communications to uphold a high standard of service.

Responsibilities include building client relationships, creating reports, handling referrals, ensuring compliance, and delivering exceptional service across all client interactions within a full-service

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