Wealth Client Relations Specialist

The Toronto-Dominion Bank (Canada); Toronto; On-site; CAD 45,000 - 59,000; Full time

Job summary

The Toronto-Dominion Bank in Toronto, ON, is seeking an Investment Advisor Support professional to enable Advisors to deliver exceptional client service to high‑value clients. This role focuses on business services, process support, and enabling seamless client interactions.

You will build relationships, prepare documentation for client meetings, and provide accurate market information and reports to assist Investment Advisors in delivering tailored wealth solutions.

Qualifications

• Undergraduate degree or community college diploma preferred
• Licensed as a Registered Representative (CIRO) required
• 1–2 years of relevant experience in banking or administrative roles

Responsibilities

• Provide specialized business services and support to Investment Advisors
• Assist IA in building integrated solutions for clients' unusual needs
• Build relationships with existing clients
• Provide consistent and accurate administrative support to IA(s)
• Prepare all documentation and provide updates to IA(s) in preparation for client meetings
• Client service with sound operational execution for full-service brokerage
• Sales support by identifying opportunities and referrals
• Provide market quotes and track dividends and accounts

Skills

Communication skills

Relationship management

Team collaboration

Education

Undergraduate degree or diploma

Job description

The Toronto-Dominion Bank in Toronto, ON, is seeking an Investment Advisor Support professional to enable Advisors to deliver exceptional client service to high‑value clients. This role focuses on business services, process support, and enabling seamless client interactions.

You will build relationships, prepare documentation for client meetings, and provide accurate market information and reports to assist Investment Advisors in delivering tailored wealth solutions.