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.
Client Service Associate at TD Wealth in Toronto employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
