At a Glance
- Tasks: Support UHNW clients with administration, research, and exceptional service.
- Company: Join TD Wealth, a leader in private wealth management.
- Benefits: Competitive salary, professional development, and a collaborative team environment.
- Other info: Great opportunity for career growth and networking in finance.
- Why this job: Make a real difference in the lives of ultra-high-net-worth families.
- Qualifications: Undergraduate degree and 3-5 years of relevant experience required.
The predicted salary is between 63000 - 77000 $ per year.
Toronto-based Private Wealth Associate supporting UHNW clients through accurate administration, analytical support, and exceptional client service at TD Wealth.
As an Associate, Private Wealth, you will support inter-generational wealth management for Ultra High Net Worth Canadian families.
The position combines client service, strategic initiatives, administration, and research within an interdisciplinary team.
You will partner with Portfolio Managers and TD partners to deliver appropriate client solutions.
Key Responsibilities
- Maintain and sort client information databases
- Research securities and market developments
- Prepare documentation and Portfolio Manager meeting updates
- Maintain accurate CRM information and raise issues
- Coordinate administrative matters with partners and professionals
Requirements
- Undergraduate degree in a relevant field
- Three to five years of relevant work experience
- Aspirations for CFA, CPA, or MBA preferred
- Registered Representative licensing with CIRO required
- Privacy, confidentiality, tact, discretion, and polish
Apply your wealth management administration, research, CRM, and client service expertise supporting UHNW families at TD Wealth.
Private Wealth Associate – Toronto employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
