Private Wealth Client Services Associate

The Toronto-Dominion Bank (Canada); Whitby; On-site; CAD 43,000 - 57,000; Full time

Job summary

TD Private Wealth Management in Whitby, Ontario is seeking a PIA Client Service Associate for a 12-month short-term assignment. You will provide specialized administrative support to an Investment Advisor or team of Advisors, handle client communications, and contribute to a high-value client experience.

The role requires an undergraduate degree or college diploma, CIRO Investment Representative licensing, and 1–2 years of relevant experience in banking or administrative fields.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Must be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).
• 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields.
• Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently.

Responsibilities

• Prepare documentation and provide updates to IAs in preparation for client meetings.
• Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities.
• Accept/create leads and ensure correct referral coding administration.
• Submit marketing pieces for approval, compile client information packages, maintain marketing materials.
• Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.
• Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage.
• Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion.
• Adhere to all policies and procedures and maintain a culture and operation of risk management.
• Use insights to continually improve individual and team performance for clients.
• Participate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities.

Skills

Strong communication skills

Team collaboration

Education

Undergraduate degree or college diploma

Job description

TD Private Wealth Management in Whitby, Ontario is seeking a PIA Client Service Associate for a 12-month short-term assignment. You will provide specialized administrative support to an Investment Advisor or team of Advisors, handle client communications, and contribute to a high-value client experience.

The role requires an undergraduate degree or college diploma, CIRO Investment Representative licensing, and 1–2 years of relevant experience in banking or administrative fields.