Part-Time Wealth Client Services Associate

TD

Guelph

On-site

CAD 30,000 - 39,000

Part time

9 days ago

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Job summary

TD Private Wealth Management is seeking a PIA Client Service Associate in Guelph, Ontario. This role provides administrative support to Investment Advisors, helps manage client communications, and contributes to a high‑quality client experience for high-value clients.

Applicants should have an undergraduate degree or college diploma, CIRO licensing, and 1–2 years of relevant experience. The position is part-time (17.5 hours weekly) and on site, with base compensation in CAD plus eligible

Qualifications

Undergraduate degree or college diploma preferred.
Licensed Investment Representative (IR) with CIRO required.
1–2 years of relevant experience in banking or administrative roles.
Strong communication skills with the ability to build relationships and work collaboratively.

Responsibilities

Prepare documentation and updates for Investment Advisers ahead of client meetings.
Create reports and provide guidance to clients on products and services.
Accept/create leads and ensure correct referral coding.
Process marketing materials for approval and maintain client information packages.
Adhere to compliance and account documentation requirements.
Deliver high level client service across phone, mail, and electronic inquiries.
Support team to enhance client experience and maintain risk controls.