Private Wealth Client Services Associate

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

Job summary

TD Private Wealth Management is hiring a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and teams. You will interact with clients and branch staff in a frontline role, shaping the client experience from first contact onward.

The role emphasizes attention to detail, adherence to compliance, and the ability to manage multiple tasks while delivering gold-standard service to high-value clients.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Successful candidates will be licensed as an Investment Representative (IR) with CIRO.
• 1–2 years of relevant experience in banking, administrative roles, or related fields.
• Strong communication skills with the ability to build relationships, confidentially and independently.
• Knowledge of wealth management and investment products is an asset.

Responsibilities

• Prepare documentation and update Investment Advisors for client meetings.
• Create reports analyzing client accounts and identify referral opportunities.
• Accept/create leads and ensure proper referral coding.
• Submit marketing pieces for approval and maintain client information packages.
• Adhere to compliance requirements for account documentation and marketing materials.
• Provide high level client service via phone, mail and electronic enquiries.
• Deliver excellent client experience at every interaction and manage own work with discretion.
• Follow all policies and risk management procedures.

Skills

Communication skills

Relationship building

Team collaboration

Education

Undergraduate degree or college diploma

Job description

TD Private Wealth Management is hiring a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and teams. You will interact with clients and branch staff in a frontline role, shaping the client experience from first contact onward.

The role emphasizes attention to detail, adherence to compliance, and the ability to manage multiple tasks while delivering gold-standard service to high-value clients.