Elevate client experiences with TD Private Wealth Management as a Client Service Associate in Brampton, Ontario. Provide specialized support to Investment Advisors and engage directly with clients for tailored service.
This role requires strong attention to detail and excellent communication skills to assist a dedicated Investment Advisor or team. You'll be responsible for preparing documentation for client meetings, creating insightful reports, and ensuring compliance with all regulations. Contributing to growth opportunities and offering top-tier client experiences are central to your success in this role.
Key Responsibilities:
- Prepare documents for client meetings and IAs
- Create analytical reports and manage client communication
- Ensure correct referral coding and lead creation
- Submit marketing materials for approvals
- Maintain high levels of client service and communication
Requirements:
- 1-2 years of banking or administrative experience
- Undergraduate degree or community college diploma preferred
- Licensed as an Investment Representative with CIRO
- Strong relationship-building and collaborative abilities
- Knowledge of investment products is an asset
Transform client engagements through your effective support and meticulous approach at TD Wealth in Brampton.
Client Service Associate at TD Wealth in Brampton employer: The Toronto-Dominion Bank (Canada)
The Toronto-Dominion Bank is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Lead Platform Engineers looking to make a significant impact. With a strong focus on employee growth, the bank offers numerous opportunities for professional development and advancement, alongside competitive benefits that support work-life balance. Located in the vibrant city of Toronto, employees enjoy a dynamic environment that encourages creativity and teamwork while contributing to cutting-edge financial technology solutions.
Contact Details:
The Toronto-Dominion Bank (Canada) Recruitment Team
