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TD

Whitby / Global

TD Private Wealth Client Service Associate

Job Description

Step into a rewarding role as a Client Service Associate with TD Private Wealth in Whitby, Ontario. This position offers an opportunity to directly support Investment Advisors and enhance client experiences.

This 12-month assignment is ideal for candidates focused on delivering high-quality administrative support while fostering client relationships. Your role includes preparing essential documents, conducting client communications, and applying compliance practices effectively to enhance service delivery.

Key Responsibilities:

• Prepare and update documentation for client meetings

• Communicate and provide mentorship on investment products

• Accept and manage leads, ensuring accurate referrals

• Compile client information and maintain marketing materials

• Uphold compliance standards with all documentation processes

Requirements:

• Undergraduate degree or community college diploma preferable

• Licensed Investment Representative via CIRO

• 1-2 years of relevant experience in finance or administration

• Effective communication and relationship management skills

• Knowledge of wealth management operations is a plus

Support clients in their investment journeys while advancing your career with TD Wealth.

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