Private Wealth Client Services Associate

TD; Toronto; On-site; CAD 43,000 - 57,000; Full time

Job summary

TD Private Wealth Management in Etobicoke, Ontario, is seeking a PIA Client Service Associate on a 6-month fixed-term contract. The role provides dedicated administrative support to an Investment Advisor or team of Advisors, including client communication and meeting preparation.

The ideal candidate has an undergraduate degree or college diploma, a CIRO license, 1–2 years of related experience, and strong communication skills. Knowledge of wealth management and investment products is a plus.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Candidates must be licensed as an Investment Representative (CIRO).
• 1-2 years of relevant banking/administrative experience.
• Strong communication skills with the ability to build relationships and work independently.
• Knowledge of wealth management and investment products is an asset.

Responsibilities

• Prepare documentation and provide updates to Investment Advisors for client meetings.
• Create reports analyzing client accounts and communicate product/service referrals.
• Accept/create leads and ensure correct referral coding.
• Submit marketing pieces for approval and maintain client information packages.
• Ensure compliance with account documentation and marketing materials.
• Provide high level client service via phone, email, and inquiries.
• Deliver excellent client experiences and maintain risk management.
• Collaborate with team and keep colleagues informed on status and progress.

Job description

TD Private Wealth Management in Etobicoke, Ontario, is seeking a PIA Client Service Associate on a 6-month fixed-term contract. The role provides dedicated administrative support to an Investment Advisor or team of Advisors, including client communication and meeting preparation.

The ideal candidate has an undergraduate degree or college diploma, a CIRO license, 1–2 years of related experience, and strong communication skills. Knowledge of wealth management and investment products is a plus.